Meredith Mussmann, MSF, is a finance professional with deep expertise in financial planning, operational strategy, and client-centered solutions. Her career spans roles as a registered assistant to financial advisors, a financial advisor, and an advisor liaison at a broker-dealer firm—giving her a comprehensive understanding of the financial services industry.
Outside of work, Meredith enjoys gardening, singing, and playing both piano and bass guitar. She lives in Des Moines with her husband, Tim.