Comprehensive Financial Planning
About the Financial Advisor
Melissa has a passion for helping people align their goals with their passions. She works with her clients to develop a comprehensive financial plan centered around what is most important to them.
Melissa focuses on serving couples, individuals, and retirees in Winona, MN. She is also registered in Minnesota, Wisconsin, Iowa, Colorado, Indiana, Ohio, South Dakota and Nevada.
Melissa serves her clients by helping them with comprehensive and proactive financial planning services including active investment management, retirement income strategies, risk management, education planning, and estate planning.
Education and Designations
- Winona State University, Bachelor’s Degree, Political Science, Minor in Global Studies, summa cum laude
- St. Mary’s University of Minnesota, Master’s Degree, International Business
- Series 7 & 66 licenses
- MN Life, Variable Life, Variable Annuities, and Long-Term Care Insurance licensed
Melissa loves being outdoors, hiking, exploring Minnesota’s state parks, gardening, kayaking, and spending as much time as possible with family and friends. She has a daughter, Isabelle, who she enjoys sharing her love for nature, traveling, and education.