Melanie  Kunze

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.