Melanie Kunze, CFP®
CERTIFIED FINANCIAL PLANNER®
Melanie joined our team in 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 savings, student loan management, 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) and proudly serves on the Wisconsin Board of Directors.
Licenses & Credentials:
- Life and health licenses
- Series 7 and 66 securities registrations
- Investment Advisor Representative of Osaic Wealth
- CERTIFIED FINANCIAL PLANNER® certification
- Certified Student Loan Professional
Melanie enjoys being active, coaching youth volleyball and track and field, and spending time with friends and family.