Cindy is our Client Service Assistant. She is responsible for client outreach and assists in the operations of the firm.
Client Service Associate
Deanna has a bachelor's degree from Central Michigan University and brings years of business experience with her as well as prior experience in assisting with our client meetings and reports. Deanna is responsible for the client...
Jessica recently joined us and has 13 years of experience in the financial services industry. Jessica has a bachelor’s degree from the Western Carolina University. Jessica will be answering the phone, assisting with the opening...
As a board CERTIFIED FINANCIAL PLANNER™ professional, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement...
Lou helps clients answer two questions 1) Do you know exactly how much money it is going to take for you to retire comfortably and 2) to remain comfortably retired?
Operations Manager, Paraplanner
Margaret oversees the administrative and account maintenance responsibilities for the team. She assists the team by helping prepare financial plans, servicing client requests,...
Chief Marketing Manager
Mary Jane (MJ), assists Joe's team with Financial Education Seminars, Webinars, social media content, our website, as well as compliance responsibilities. MJ has a bachelor’s degree from the University of South Carolina Darla...
Client Relationship Manager
Vito works as a marketing consultant for Lou Melone's team. His activities include communicating information about financial planning and behavioral investing. He updates the website, manages social media and reviews the data and...
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