Mel brings more than 20 years of wealth management experience, and focuses on developing methodical, comprehensive, analytically supported strategies to help clients achieve their financial goals. He specializes in retirement income planning and 401-k rollovers, focusing on clients’ financial goals, time frames and risk tolerance. According to Mel, “I’m passionate about assisting my clients achieve financial freedom. As an ardent listener, I take the time to get to know each of my clients, their unique needs and goals and I assist them in developing a strategy that aligns their distinctive circumstances and objectives.”