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Melissa Costley

Melissa Costley

Senior Operations Analyst

About

Melissa became an independent contractor as Senior Operations Analyst in January 2022, before serving as IEM's Vice President of Operations. As a highly respected member of the IEM team, she primarily oversees the firm’s strategic planning initiatives, and leads broad based company projects.

Melissa began her career in the financial services industry in 2012 working as an insurance specialist. She joined IEM in 2017 as Manager of Insurance. Her keen interest in all facets of financial planning, and building meaningful relationships with clients, expanded her role to Manager of Client Strategy in 2019. She spent two years participating in annual strategy meetings with clients and supporting our private wealth managers in delivering effective holistic financial planning advice.

Her compassion and devotion to both clients and the IEM team shine through as she continuously endeavors to discover ways to improve client experience, including the internal culture of our team, and core processes across the firm.

Education and Experience

Melissa earned her B.A. in psychology from Columbia College in Missouri. She holds her FINRA Series 7 and Series 66 securities registrations through Commonwealth Financial Network® and Minnesota insurance licenses for life, accident, and health.

Personal

Melissa is married to a commercial airline pilot, Steve, and they live in Maple Grove with their two young daughters, Addy and Hailey. When she is not going on adventure walks to the local park, painting Picasso-like masterpieces, or performing sing-alongs to various Disney movies, she enjoys cooking various international cuisines, traveling, and playing tennis.