Megan Smith

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.