Please join us in welcoming Megan Smith to the Willow Street team.

Megan serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects.

Prior to joining Willow Street, Megan served in leadership roles at several financial institutions including Meridian Trust Federal Credit Union, First Republic Bank, and Bank of the West. She brings a strong background in client service, regulatory compliance, process improvement, and project management to her role. Megan earned her BBA from Robert Morris University and her MBA from Western Governors University.

Originally from central Illinois, Megan has lived in Wyoming since 2017. She enjoys hunting, fly fishing, hiking, and skiing in the backcountry with her beloved dog. In the community, she volunteers with the Jackson Hole Elks, Lions Club, Daughters of the American Revolution, and the American Legion Auxiliary.

What’s something you’re passionate about outside of work?

I grew up in a family with a deep-rooted legacy of service and patriotism, which has shaped my strong connection to the Daughters of the American Revolution (DAR) and the American Legion Auxiliary (ALA). I am passionate about preserving historical landmarks, engaging in conversations about our nation’s history, and supporting veterans and their families. Through my participation, I’ve grown personally, gained invaluable mentorship and leadership experience, and, made a positive impact on my community. These organizations reflect my family’s legacy and values, which I’m honored to carry forward.

What’s the best book you’ve read recently?

I recently enjoyed reading “The Heart of the Buddha’s Teaching” by Thich Nhat Hanh, which presents Buddhist philosophy in a clear and accessible way. The Four Noble Truths and the Eightfold Path align with my personal pursuit of growth and inner peace. The teachings on mindfulness and presence deeply connect with my love for exploring the mountains. The book provides both practical guidance and profound wisdom, offering an enlightening and deeply enriching read that fosters a deeper understanding of life and interconnectedness.