We are extremely pleased and proud to share with you exciting news at WestHill. Effective January 1st, Meghan Hyland will assume the role of President of WestHill. She will continue to serve as the Lead Financial Advisor to her current WestHill clients and will also continue in her role as the Director of Financial Planning. I will continue in my role as CEO and have no immediate plan to retire. All other WestHill leadership and employee roles will remain unchanged.
Since joining WestHill in 2015, Meghan has demonstrated remarkable career growth. Among her many milestones and accomplishments include completing her CFP® coursework through UC Berkeley Extension, passing the rigorous CFP® exam, and earning her MBA with honors from Pepperdine University. In 2023, Meghan became a shareholder of WestHill and was named the Director of Financial Planning, overseeing the creation and execution of all financial plans for WestHill clients. Throughout most of her tenure, Meghan has been the Lead Financial Advisor for many WestHill clients.
In her new role as President, Meghan will co-lead firm strategic planning and will be responsible for WestHill talent management and overseeing operations. And while her title is changing, Meghan has in fact had an ever-increasing leadership role in these areas over the past three years. In addition to sharing strategic planning leadership with Meghan, I will continue to lead our recent push to have WestHill be a thought leader on retirement and financial planning topics. This role involves frequent speaking engagements in public forums, with the aim of providing financial education and increasing WestHill’s visibility.
As we begin our 37th year in business, Meghan’s transition to President marks an important milestone at WestHill. We are incredibly optimistic and excited about the long-term future of WestHill as an independent firm under Meghan’s leadership. As always, we remain steadfastly grounded in our core values and WestHill’s purpose of being the Trusted Advisor for our clients and the employer of choice for our employees. Thank you for your continued trust and confidence in the WestHill Team!
With Gratitude,
Matt Taddei, PhD, CFP®
Chief Executive Officer