Melina “Mel” Young
Mel serves as an Associate Wealth Advisor for
the firm. She supports the financial planning team with insurance analysis, tax
projections, college and retirement analysis, and other updates to client’s
financial plans since she joined in 2019.
Mel also supports clients with various
administrative tasks and problem solving to make client lives a little easier.
Prior to joining the firm, Mel worked in the accounting field broadening her
knowledge on current & future tax laws and changes.
Mel’s credentials include:
- Bachelor of Business Administration, Accounting & Financial Planning, University of the Incarnate Word.
- Series 65 Investment Advisor Representative
- Candidate for the Certified Financial Planner with a goal to attain her credential in 2021.
- Total Wealth Planning member of the Investment Policy Committee
Originally from Austin, Mel currently resides in Williamsburg with her husband where she enjoys watching sports, being outside and hiking while spending time with her family and friends. Although Mel grew up and attended college in Texas, she has fallen in love with the Midwest and the family-oriented culture it has. As a former collegiate athlete, Mel still laces up her sneakers to play pickup basketball games with local high school girls and serves as a campus mentor to high school athletes through an organization called Fellowship of Christian Athletes.