Melissa joined IPFS as a Regional Director with many years of financial services experience building valuable business and personal relationships. Her focus is to build the firm with advisors who have an emphasis on full-fledged comprehensive planning for their clients. As the Regional Director for IPFS, Melissa strives to become a lifetime resource for each and every advisor that associates with IPFS from training and wholesaling to providing the most competitive contracts for their advisors in the industry.
Every individual situation is unique. The process begins with a thorough review of your practice to create a personalized value proposition and finishes with an implementation strategy to ensure the growth and practice of the plan.
Melissa’s experience and knowledge is working with advisors to enhance their practice with the following benefits for their clientele:
- Personal Financial Strategies
- Retirement Planning Strategies
- Risk Management Services
- Executive and Employee Benefit Plans
- Business Planning Strategies*
- Estate Conservation Strategies*
- Investment Strategies
Melissa currently lives in League City, TX, and is the proud mother to five children Chris, Jordan, Kylee, Chance and Kaytlin. She has been a resident of the Clear Lake area for over 16 years and is very involved in her community.
*Melissa is not affiliated with NEXT Financial Group, Inc.