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.

Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading. Jared was recently featured as a Five Star Wealth Manager under 40 in Fortune magazine. He and his wife Lauren are passionate about fitness.