Mel has over 25 years of experience in finance and banking and has been with Personal Benefit Financial since 2012. She is a graduate of the University of Colorado Boulder, and she has a Bachelor of Science degree in Business Finance. Mel is a financial advisor who works with clients and is part of the portfolio and investment strategy team. Mel also assists in the development and delivery of our 2x a month Friday client updates, and bi-monthly newsletter. She has her securities and insurance licenses. Mel currently lives in Golden with her husband and is an empty nester who takes care of Larry and Kevin (parakeets inherited when her son went to college). And she is an animal lover.
Mel is a registered representative holding the:
- Series 7 (General Securities Representative)
- Series 63 (Uniform Securities Agent State Law Exam)
- She is also a licensed insurance producer.
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