Melanie joined the team in early 2010 as the Investment Specialist and Financial Strategist. She brings over 18 years of financial planning experience to the team with specific emphasis in investment management. Prior to moving to Pittsburgh, she and two partners had previously managed clients’ assets. She had also previously chaired a committee which governed investment policy and decision making for many of those portfolios.
Originally from Bozeman, Montana Melanie attended Concordia College and Montana State University and completed the CFP*® Professional Education Program with the College for Financial Planning in 2002. Melanie has been a Certified Financial Planner*™ since 2003.
In her free time, Melanie enjoys camping with her husband and three boys.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements