As a partner of Anchor Wealth Partners, Melissa is an LPL financial advisor who seeks to delivering exceptional financial guidance and is committed to helping individuals and families manage their financial goals.
With over 15 years of experience in financial services, complemented by a degree in business management, Melissa is passionate about empowering her clients with the knowledge and strategies they need to plan their financial future. She is committed to forming collaborative, long-term partnerships with her clients, ensuring they receive personalized financial guidance tailored to their unique needs while also fostering a culture of excellence in planning, operational efficiency, and client relationship management.
Outside of her professional life, Melissa enjoys spending time with her husband Eric or actively supporting their children, Connor, Lucas, Rhyan & Keegan, in their various activities. She also serves on the board of the Volunteer Service Club of Pewaukee, a nonprofit group giving back to women and children-based organizations in Waukesha County.
If you're seeking a trusted partner and advisor who prioritizes your financial well-being and is committed to crafting a solid financial plan aligned with your goals and aspirations, please contact our office to schedule a consultation. Melissa looks forward to learning more about you!
Melissa has the following licenses and designations:
Series 7, 63 & 65 Examinations (with LPL Financial)
Intermediary Insurance Licenses for Property, Casualty, Accident, Health, Life, Variable Life, and
Variable Annuity. Licensed in WI, AL, AZ, CA, CO, CT, FL, HI, MN, NV, TX, WY