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Melissa Myers


Melissa is a Financial Advisor, and holds her Series 7 & 66 securities registrations, insurance license, and is a National Social Security Advisor.

As someone who understands the complex and overwhelming world of money, she feels called to educate her clients and help others formulate and achieve their goals.

Melissa is a caretaker of an aging parent so she understands the challenges, and has the experience to help ease the process. Her knowledge to help guide individuals with aging parents or those who are nearing retirement, can bring  confidence when navigating the nuances associated with that season of life.


·      Entrepreneurs, Solopreneurs, Business Owners Financial Planning

·      Social Security Consulting

·      Retirement Readiness Planning

·      Holistic Financial Goal Planning

When Melissa is not helping others as a Financial Advisor, volunteering, or teaching financial planning classes, she loves spending time with her husband, Jared, and her daughter, Jade. They all enjoy country living, vacationing at the beach, kayaking, and animals. 

Image by Kelli McClintock

Explore Your Financial Future With Melissa

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