Melina “Mel” Young
Mel serves as an Associate Wealth Advisor for the firm. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since she joined in 2019. Mel also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Mel worked in the accounting field broadening her knowledge on current & future tax laws and changes. Mel’s credentials include:
- Bachelor of Business Administration, Accounting & Financial Planning, University of the Incarnate Word.
- Series 65 Investment Advisor Representative
- Candidate for the Certified Financial Planner with a goal to attain her credential in 2021.
- Total Wealth Planning member of the Investment Policy Committee