After a career in the travel industry, Melissa made a career change to personal financial planning in October 2008, just in time for the bumpy ride the Market took that year. Melissa enjoys working with people and helping them achieve their financial goals. “It’s my goal to help my clients live well by helping them develop financial independence. I do this by building a personalized financial plan for each client to help them achieve their goals. It’s very rewarding to know that you are helping your clients to be able to sleep better at night because they have their finances in order. ”
Melissa is a Certified Financial Planner. She earned her Bachelors degree from Park University in Parkville, MO in Business Management and graduated with cum laude honors. She then went on to graduate school at the University of Missouri –Columbia to study Personal Financial Planning. Melissa is a member of the Greater Kansas City chapter of the Financial Planning Association.
When Melissa is not working, she enjoys travelling with her husband, Doug. Melissa has traveled to all 50 states, as well, as Europe, Canada, Mexico and the Caribbean.