Melinda has 15 years of experience in the financial services industry working with institutions and families. Currently her focus is on supporting individuals, multi-generational families, and retirees as they work to best utilize their wealth in an effort to manage lifetime goals and simplify their financial situation. Specializing in areas of wealth management and pro-active tax planning, Melinda also provides solutions for clients to help address other facets of their overall financial plan such as estate planning and retirement income solutions. She is also a FIVE STAR Wealth Manager (2020-2023) award recipient*. In her free time, Melinda likes to travel, enjoys cooking, and is an avid reader. She lives in Carroll County, Maryland with her husband and sons.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.