Melanie relies on her love of numbers and data to help clients and their families craft financial strategies unique to their goals and needs.

Since she was a teenager, Melanie has loved working with people, which helped her excel during her 20 years of customer service experience. She joined the B.O.S.S. team in 2015, where she oversees the overall customer experience. While Melanie originally attended cosmetology school with aspirations of owning her own salon, her love for working with families brought her to the finance industry. As an Investment Advisor Representative, Melanie works with clients to help them pursue their ideal retirement.

As a financial professional, Melanie can offer investment and insurance products and services. She has earned her Series 65 license as well as health and life insurance licenses.

Melanie is an Idaho Native and the youngest of five kids. Education was a significant value in her family growing up, and as part of her educational pursuit she received her Bachelor of Science in Business Management. Melanie enjoys singing, glamping, fishing, and spending time with family in her free time. She also is passionate about personal development, not just professional progress.