Melissa joined IEM in 2017 as Manager of Insurance and was promoted to her current role as Manager of Client Strategy Services in 2019. She has nearly 10 years of private wealth management experience, sharing her insurance knowledge and expertise to support our advisors make thoughtful advice. Her professionalism and genuine desire to effectively serve our clients make her a highly respected member of the IEM team.
Education and Experience
Melissa earned her BA in psychology from Columbia College in Missouri. She holds her FINRA Series 7 securities registration and Minnesota state insurance license. She is currently studying to obtain her Series 66 registration.
After spending three years living abroad, Melissa moved to Minnesota to live near her identical twin sister. She is married to a commercial airline pilot and they live in Maple Grove with their two young daughters. When she is not going on adventure walks to the local park, painting Picasso-like masterpieces, or reenacting scenes from various Disney movies, she enjoys cooking, traveling, and playing tennis.