With over 15 years of experience as a financial planner, Melanie specializes in helping individuals and families navigate complex financial decisions with clarity and confidence. Our wealth management practice is built around servicing women, medical professionals, business owners, and those planning for retirement or caring for aging family members.
Melanie leads with a planning-first approach- because smart investing starts with understanding your unique goals. Whether you're preparing for retirement, managing the financial impact of caregiving, or building a lasting legacy, we integrate tax-efficient strategies, retirement income planning and charitable giving into a personalized financial roadmap.
Our mission is to give you the peace of mind and clear path forward, helping you grow and protect your wealth in alignment with what matters most.
Melanie enjoys spending time with her husband, Andrew and their two daughters. She serves on the Board for Acorn Christian Daycare.
