Guest Profile

Melissa Moss

Melissa Moss is a dedicated Certified Financial PlannerTM whose journey began with a life-changing financial gift in her youth. This early experience ignited her passion for financial planning, inspiring her to help others create opportunities for their futures. Through her CFP education, Melissa ultimately fell in love with complex financial topics like retirement and income tax planning.

Melissa's rewarding career is marked by her ability to guide clients through significant life events, ease their financial anxieties, and provide clear, actionable plans. She stays at the forefront of her field by continually updating her knowledge through industry news, webinars, and training sessions. Her comprehensive "M3 system"—Make More Memories—ensures a well-rounded approach to wealth management, tax planning, retirement, estate planning, and more.

Rooted in personal values of family, relationships, love, and stewardship, Melissa believes in balancing future planning with living in the present. Her approach helps clients use their resources wisely, creating lasting memories and enriching their lives today and tomorrow. Through her expertise and heartfelt dedication, Melissa Moss empowers her clients to plan for financial security and live their best lives.