It's not just your money. It's your life.


Welcome!

We dedicate ourselves to guiding our clients from their careers through their retirement years. We believes clients deserve:

  • personalized planning
  • ongoing support
  • and prudent strategies

so we dedicate significant time and resources to understanding our clients as individuals and craft a plan unique to their goals & priorities.

From our perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Our goal is to collaborate with our clients so they can achieve long term goals while thriving in their current lifestyles.  Whether you are planning for retirement, saving for education or building wealth, we are committed to being your trusted partner every step of the way.

 


Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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Did you know millennials expect to spend two decades or more in retirement? The amount of time you plan to spend in retirement is an important factor, as it directly affects your savings plans. Reach out to me to talk retirement goals.

In the Investor’s Edge newsletter for summer 2025, gain insights on alternative investments, budgeting during market uncertainty, top financial consideration when facing divorce, and learn about growth in the women’s sports industry.

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It shouldn't be hard to talk about money, but you may be unsure where to start. I can provide you with resources about how to talk finances and wealth planning with your loved ones.

Did you know now is the perfect time to plan for your child’s education? As you gear up for back-to-school shopping, it’s smart to think about your child’s college years too. College savings plans make a great tool when planning for the future. Message me to learn more.

If you’re in back-to-school mode, plan ahead by prioritizing essential needs and watch for discounts to keep spending in check. Message me for support in creating healthy habits to achieve your financial goals.

1Private jet travel is all about you and your lifestyle. Traveling on your schedule, you gain access to thousands of airports – including hard-to-reach destinations promising new adventures and unmatched privacy. Let’s talk about how our bespoke travel services can take your family in new directions.

Melanie, Mrunal & Maliha

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Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Aug 28, 2025 | Kelly Bogdanova

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

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