Meredith Taylor, MFT, CLPF
Owner
Meredith Taylor began her career at IMT in 1994 as a Case Manager after graduating with her Bachelor of Arts degree in Psychology. She went on to pursue her Master of Arts degree in Counseling Psychology and became a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009, Meredith became a partner of IMT Associates and in 2018, became the sole owner.
In addition to her own caseload of clients, Meredith supervises case management services, provides leadership to our staff and identifies learning and development opportunities. She manages new referrals for our services and provides client assessments and consultations. Through the years, Meredith has worked closely with a wide variety of clients, focusing on the elderly, mentally ill and developmentally and physically disabled who are suffering from dementia, depression, alcohol and drug dependence and other serious medical and psychiatric conditions.
Education
- Master of Arts in Counseling Psychology, John F. Kennedy University, 1998
- Bachelors of Arts in Psychology at California State University, Hayward, 1994
California Licensures
- Licensed Marriage & Family Therapist, License No.38105, since 2001
- Licensed Professional Fiduciary, License No. PF 52, since 2008
Professional Service
- State President, Professional Fiduciary Association of California (2022-2023)
- Northern Region board of directors, Professional Fiduciary Association of California (2015-2019)
Professional Designations & Affiliations
- Professional Fiduciary Association of California (PFAC)
- California Association of Marriage & Family Therapists
- State Bar Association, Trust and Estates Section
- East Bay Trust and Estates Lawyers
- East Bay, Diablo Valley and Tri-Valley Estate Planning Councils
