Melissa is a dedicated financial services professional with 15 years of experience helping clients navigate their financial journeys. She joined RBC Wealth Management in 2018, bringing a compassionate, client-first approach rooted in her early years at Edward Jones, where she completed their financial advisor program.
Credentials & Expertise
Melissa has passed the Series 7, 9, 10, and 66 FINRA exams, as well as insurance licensing. She is a Certified Divorce Financial Analyst (CDFA®) and Certified Plan Fiduciary Advisor (CPFA®)—designations that reflect her commitment to supporting clients through life's most challenging transitions and complex financial decisions.
Role & Commitment
At RBC Wealth Management, Melissa combines meticulous attention to detail with genuine care for her clients' wellbeing. She manages administrative functions with precision while ensuring every client interaction is thoughtful, supportive, and tailored to their unique circumstances. Her passion is making financial services accessible and understandable for everyone she works with.
Background
Melissa holds a degree in Economics from the University of Wisconsin River Falls and is based in River Falls, Wisconsin, where she resides with her three sons.
Personal Interests
Outside of work, Melissa cherishes time with her family and finds balance through running, hiking, traveling, snowmobiling, and fishing—activities that keep her grounded and energized.
