Melanie joined our team 2021 as an intern and then transitioned to full-time in 2023. She earned her Bachelor of Science degree in finance and economics in 2023 from the University of Wisconsin – La Crosse. She specializes in retirement planning, college saving, and collaborating with young professionals. Melanie uses a holistic approach that aligns your financial goals with your values and aspirations. She is professionally affiliated with National Association of Insurance and Financial Advisors (NAIFA).
Licenses & Credentials:
- Life and health licenses
- Series 7 and 66 securities registrations
- Investment Advisor Representative of Woodbury Financial
Melanie enjoys being active, coaching youth volleyball and track and field, and spending time with friends and family.