Financial Adviosr at Infinitas Coordinated Wealth Counsel
Melissa is a Financial Advisor, holds her Series 7 & 66 securities registrations, and insurance license, and is a National Social Security Advisor.
As someone who understands the complex and overwhelming world of money, she feels called to educate her clients and help others formulate and achieve their goals.
Melissa is a caretaker of an aging parent so she understands the challenges, and has the experience to help ease the process.
Her knowledge to help guide individuals with aging parents or those who are nearing retirement can bring confidence when navigating the nuances associated with that season of life.
She specializes in:
When Melissa is not helping others as a Financial Advisor, volunteering, or teaching financial planning classes, she loves spending time with her husband, Jared, and her daughter, Jade. They all enjoy country living, vacationing at the beach, kayaking, and animals.
Infinitas is a financial advisory team located in Overland Park, KS. We help individuals, families, and privately-owned companies develop a plan to pursue the well-being they deserve through comprehensive financial planning. With a team of more than 20 advisors, we empower our clients to reach their financial goals and discover endless possibilities.
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