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

Social Media

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There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

Take advantage of summertime and assess your midyear financial goals. As you make necessary adjustments, let me know if you have any questions or changes in your situation.

Did you know that market downturns may be a good time to position your wealth for the future? A solid plan can help set you up for success, while trying to time the market may fail. Talk to me to find out more.

Are you tired of juggling multiple retirement accounts? Consolidate them with RBC Wealth Management to help you see a big-picture view to better plan for and manage your retirement income. Our financial advisors are ready to help. http://www.rbcwealthmanagement.com/en-us/find-an-advisor?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=d85e5e8faa5ec4fdfb7370e220c9ca57

Purpose. Values. Cookies. ???? I’ve been reading a book lately about money, purpose, and values — and how the way we spend our time (and our dollars) reflects what matters most. This photo of me and my son — walking his dog and enjoying cookies gifted by a dear friend — reminded me that purpose and values often show up in the quiet, everyday moments: connection, kindness, community… and yes, cookies. In both my personal life and professional work, I try to align my actions with what I truly value. And sometimes, those values look like a dog on a leash, a shared laugh, and a really good cookie. #PurposeDriven #ValuesBasedLiving #LifeAndWork #FinancialWellbeing #ConnectionMatters #EverydayJoy #Gratitude #MoneyAndMeaning #PurposefulLiving

Your family’s safety isn’t optional—it’s essential. Threats can strike anytime. Get expert risk assessments, real-time monitoring and elite protection when it matters most. Contact me to learn more about RBC Echelon’s global security partner.

Melanie, Mrunal & Maliha

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Latest Insights

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 | Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

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