Melissa became a financial advisor in 2013 when she joined a wealth management practice in southeastern Minnesota after leaving a career in the corporate world. Her Focus Financial office is currently located in historic downtown Winona. She has a passion for helping couples and individuals align their goals with their actions, and she works with them to develop a comprehensive financial plan centered around what is most important to them.
Melissa was raised in Winona, Minnesota and received her Bachelor’s degree summa cum laude from Winona State University. After a period of international travel and study, she completed her graduate studies in international business at St. Mary’s University of Minnesota.
She lives in Winona with her daughter, Isabelle, and their wise, old feline, Luna. In her free time, Melissa loves being outdoors. She enjoys hiking and exploring Minnesota’s state parks, gardening, kayaking and spending as much time as possible with family and friends.
As an avid hiker, Melissa likens financial planning to exploring a new trail. You start not knowing what you’ll encounter. But if you begin the journey by planning for contingencies, chances are you’ll be able to handle whatever challenges you face.
Melissa enjoys building lasting, trusted relationships with all her clients. Think of her as your trail guide. She’s developed a reputation for being easy to talk to – approachable and empathetic—and helps you reroute your financial plan when life presents you with new opportunities or throws an obstacle into your path. Life’s a journey, and she enjoys helping you navigate a route to success by living a life of purpose.
She provides comprehensive and proactive financial planning services, including: active investment management, retirement income strategies, risk management, education planning, and estate planning. Melissa works closely with CPAs and attorneys to coordinate the seamless and consistent implementation of your financial plan.
Securities Registered in: Minnesota, Wisconsin, Iowa, Nevada, Ohio and South Dakota.Series 7 – General Securities RepresentativeSeries 66 – Uniform State Securities and Investment Advisor RepresentativeInsurance Licensed in Minnesota – Life, Variable Life, and Variable Annuities.
Winona State University – Bachelor of Arts in Political Science, Minor in Global StudiesUnited States International University Africa – Study Abroad in Nairobi, KenyaSaint Mary’s University of Minnesota – Master of Arts, International BusinessUniversity of Georgia, Terry College of Business’ Executive Program – Certificate in Financial Planning
Lisa provides positive, individualized client service and is passionate about working one on one with clients to ensure that their needs are met and expectations are exceeded.
Lisa supports administration and daily operations of Melissa’s practice. She also manages client scheduling and appointment preparation for client meetings. She assists Melissa to ensure that the client experience runs smoothly from beginning to end.
Lisa returned to Winona to be near her family after spending time in Colorado. She enjoys reading, theatre, and the beautiful bluffs cradling our river town.