Melody was the most thoughtful, empathetic, and strategic financial advisor I had. She actually made strides to get to know me in order to better help me plan for my families future. She assisted with making thoughtful decisions, but never pushed for strategies that I wasn't comfortable with. She answered EVERY text, email, and phone call within hours and always checked in to make sure my expectations were being met. Can't go wrong working with her!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.