Melanie joined our firm in late 2019 as a Wealth Manager. She has 12 years of experience in advising clients and their families. Prior to joining our firm her experience includes working for a local RIA firm as well as a large brokerage firm where she has developed a focus specifically in helping clients with retirement planning strategies and transitions. She also served 2 terms on a women’s advisory board with her previous employer where she addressed the unique preferences of women when it comes to financial planning and worked on solutions to help address the gender gap in the industry. She is a CERTIFIED FINANCIAL PLANNER™, has an executive certificate in Financial Planning from Georgetown University, and is a graduate of James Madison University. She also has her Series 6, 63, 65, 7, and a life/ annuity/ and health insurance license.
Melanie collaborates with her clients to co-create and review a comprehensive financial plan and strategy that enhances her clients’ lifestyle and legacy. As a financial steward for her clients, she works to educate them, empower them, and elevate their future financial success and security. She finds great satisfaction in knowing that she can help impact the lives and trajectory of the families she serves. She also believes that the best basis for a successful long term planning relationship is mutual trust and works hard to gain the trust of her clients.
As a mom of a teenage daughter named Tzipora, she enjoys simply spending time together as a family. They both enjoy hiking and camping together, going horseback riding together, and traveling. They both also lead together in the children’s ministry at their local church and have done mission trips together including a trip to Haiti in 2018 where they worked together at a school in the capital of Port-au-Prince. Melanie defines financial success for her personally as being a continuous process, one that also accounts for contingencies, and ultimately provides current and future security so that she can spend less time worrying and more quality time instead with her family and daughter.