Melissa joined Elwood & Goetz in 2020 with 15 years of experience working in the financial services and wealth management industry. Joining E&G was a clear decision based on a commitment to congruency with the Fiduciary Standard and serving clients with unbiased advice. Her broad experience includes personal and business banking, cash flow and budget analysis, income planning, risk and investment management, and retirement planning.
As an enthusiast of the personal aspects of financial planning, Melissa enjoys the discovery process of helping clients assign purpose to wealth in order to create meaningful outcomes in life. Her sincere, consultative approach is dedicated to helping clients achieve evolving goals and aspirations through the implementation of thoughtful financial planning strategies.
Melissa received her BBA from the University of North Georgia with a concentration in Accounting. She completed the Executive Financial Planning program at UGA while pursuing the CERTIFIED FINANCIAL PLANNER™ certification in 2014. She also earned the Chartered Financial Consultant® designation through the American College.
Outside of work, you’ll find her spending time with her husband and two sons, taking spontaneous road trips, or indulging in a good book.
Sign up to receive personal finance insights, tips, and updates from our advisory team — delivered straight to your inbox.
