OUR TEAM

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Meet Melissa, a seasoned entrepreneur and financial professional with a passion for empowering clients and business owners. With extensive experience both as a business owner and in the wealth management sector, Melissa founded her own company to provide comprehensive wealth management and advice. 

"I was recruited into the financial advising industry after years of being a serial entrepreneur, finance manager, and accountant. I quickly learned that the firm I worked for, in addition to most firms, did not allow a wholistic approach to advising to include tax and estate strategies, which is what clients need, want, and deserve. As an independent firm, we're able to make changes quickly for clients, be proactive in managing investments, and take more time per client to work on extensive planning which reaches far beyond investments."

Melissa's commitment to understanding the unique needs of her clients has fueled the success of her financial advising career, where she combines years of hands-on business experience with financial acumen to create tailored strategies for lasting financial success.

"I work with a lot of families and business owners. Being relatable as an actual business owner is important, and I'm able to do that as an independent advisor. From day one, I've gotten to know and love each client and view them as an extension of my own family, also unique to the industry! But for me, I sleep better at night knowing that I have a deeper understanding of who they are and what we're going to accomplish together over the next 20, 30, 40 years. When I'm sitting in their attorney's office or at a university foundation meeting reviewing how their legacy will be remembered, I'm overwhelmed with honor that they've trusted me to help them along that journey."

Outside of work, Melissa is an avid reader, outdoor enthusiast, and mother to two. You can catch them at the park, on the ski hill, biking/running trails, or in the various kids' activities including athletics, cub scouts, church group, and music groups.

"I'm most proud of my children, above everything else. They're actually good kids with kind hearts. I almost lost my son when he was 7; we spent four months in the ICU with no hope from any medical professional. A lot of people dusted off their bibles that year, and I personally gained a new perspective on life which allows me to be laser focused on what's important. I'm grateful for that every day." 

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Black Hills State University 

• BS in Business Entrepreneurship 
• BS in Business Management
• MS in Business Education
• FINRA Series 66 & Series 7
• AAMS ® designation.