Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Melanie is a Financial Wellness Coach in the Chicago office and has over twenty years of experience in the financial services industry.
Melanie started her career in Toronto, Canada in various retail banking management roles. She received her Canadian certification in Financial Planning and became an Investment and Retirement Planner with the Royal Bank Financial Group. Following a re-location to Summit, New Jersey, Melanie obtained her U.S. certification in Financial Planning. She was a Financial Planner with Ernst and Young, Wells Fargo and The Powell Financial Group. At these firms, she provided advice and analysis to the firm’s clients in the areas of cash flow, retirement, benefits, education funding, insurance and tax planning. After a further move to Chicago, Melanie pursued the Enrolled Agent designation and worked with an accounting firm during their tax season preparing personal income tax returns.
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