Coaching you to success through financial education and training.
As a Wealth RPS Education Specialist, Melissa serves as the education coordinator for Johnson Financial Group’s Retirement Planning Services (RPS) team. Working in conjunction with the RPS relationship managers, she provides a financial educational approach for plan participants and sponsors. Utilizing her outgoing nature and ability to collaborate with others, she coaches participants to take ownership of their finances. Melissa believes that people come first. This is why she approaches each interaction with patience and the intent to understand each customer’s needs, guiding them to the right solutions for a sound financial future.
Experience
- Joined Johnson Financial Group in December of 2019
- 15 years in the financial services industry
- Bachelor of Administration in Organizational Management and Bachelor of English in English Language and Literature
- FINRA Series 7, FINRA Series 63, State of WI – Life, Health and Annuity License
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Retirement Plans
- Retirement and Financial Planning
Community Involvement
- Badger Region Club Volleyball Coach for 12 years