Megan Williams
Chief Operating Officer
Megan brings more than 22 years of wealth management and financial planning expertise to Summit CPA as Chief Operating Officer. Her extensive experience in navigating the complexities that high-net-worth individuals and their families face has made her a trusted advisor in taxation, business succession, estate planning, and philanthropic strategies.
Megan holds a Bachelor of Arts from Cornell University and an Executive MBA from Villanova University. Her commitment to leadership development was further enhanced through her participation in the Inaugural Alice Houston Women’s Leadership Program with Leadership Louisville.
With her background in wealth management, Megan specializes in delivering white-glove service that anticipates client needs and serves as a strategic partnership. Her leadership philosophy centers on supporting both the team and firm as they bring together best-in-class resources to address the unique needs of Summit CPA’s clients. She excels at creating comprehensive solutions that integrate complex financial strategies with personalized service.
Megan is deeply committed to her community, serving on the Metro United Way Community Impact Cabinet and as President of the Cornell Women’s Rugby Faded Red Alumni Board. She is also an active member of the Junior League of Louisville, demonstrating her dedication to making a positive impact beyond her professional responsibilities.
When not leading Summit CPA’s operations, Megan can be found spending most of her free time on the sidelines or bleachers of her two boys’ hockey, lacrosse, and baseball games and practices.
“Making mistakes simply means you are learning faster. ”