What others are saying
Melissa brings not just a depth and breadth of knowledge to her clients but a compassion which must put her in the top 1% of advisors working with wealth creators, inheritors, and families in business. She is a "great Collaborator" and would be an extremely valuable addition to any advisory team.
Melissa has invested significant time and energy over the last several years to the exploration of the best practices which families are using to not just transition their wealth with minimal tax shrinkage but to insure that the impact of their wealth on future generations will be as positive as it possibly can be. That investment, combined with the depth of wisdom and insights she shares with her clients and their advisors, makes her a "young elder" from my perspective.
If I were looking for an advisor who would be able to 1) communicate effectively with all members of my advisory team, 2) assist me in creating a purposeful plan which will transfer much more than money to my heirs, and 3) help train and prepare my children and grandchildren for their roles and responsibilities as dynamic stewards of my financial wealth, I would have Melissa at the top of my list.
- John A. Warnick
Creator of the Seven Secrets of Purposeful Trusts and the Six Paradigms of Purposeful Planning
Melissa has a keen mind, a passion for working with families of wealth, and the interdisciplinary background in counseling and wealth management to integrate the hard and soft issues of wealth.
- Dean R. Fowler, Ph.D.
Dean Fowler Associates, Inc.
Melissa is a dedicated participant and committed to mastering the Purposeful Planning process. The combination of her professional training with the heart she has for helping individuals, couples, and families reach their full potential makes her a natural to excel.
- Barbara A. Culver
Co–Creator Purposeful Planning
Melissa has been a been a huge help to my wealth management practice; she allows me to focus on what I do best for my clients and, in turn, helps me foster deeper relationships with my clients. Melissa has always gone above and beyond and her dedication to bettering the financial lives of others is ever-present.
- Cokie Berenyi, CFP®
Melissa is one of a kind in a sea of many. I have known her for the past three years, and seek her out often for her insights. I’m always amazed at just how valuable a few minutes can be with Melissa. Her contributions often give clarity to a situation that had been quite muddled in the past. She seems to be a never ending reservoir of information and is always willing to share. Her understanding of the markets she serves, and her pleasant demeanor, have been an invaluable asset to myself and my clients.
- David P. Diana
Business Consultant & Best Selling Author