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Melissa Costley

Melissa Costley

Director of Client Strategy I Associate Private Wealth Manager

About

After graduating from college in 2007, Melissa fulfilled her dream of traveling around Europe learning from and embracing different cultures. She spent three years living in the United Kingdom before planting her roots in Minnesota to be near her identical twin sister, Melanie.

Prior to joining IEM in 2017 as Manager of Insurance, Melissa began her career in the financial services industry in 2012 working as an Insurance Specialist with a private wealth management firm in Minneapolis. Her keen interest in all areas of financial planning, and her motivation to serve our clients effectively, advanced her to the role of Manager of Client Strategy in 2019.

As she continued to build relationships with clients, hone her compassion and desire to mentor others, and embrace The IEM Way, Melissa was promoted to her dual roles as Director of Client Strategy, Associate Private Wealth Manager beginning in 2021.

Melissa is a highly respected member of IEM’s Leadership Team responsible for strategic planning oversight – including IEM thought leadership in the areas of marketing, external communications, and the full client experience. She also directs our client strategy team and primarily focuses her work with IEM’s next generation professionals.

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 (5,) and Hailey (3). 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.