Making an impact is what Melanie Ross most enjoys about her role as a wealth advisor. Being the mother of a special needs child and wife of a first responder, she’s passionate about helping families be prepared for the unexpected. When it comes to life’s curve balls, she has found an empathetic nature, and sometimes a little levity, helps clients navigate through intense financial discussions.

Melanie enjoys developing creative solutions to the problems that keep her clients awake at night. To do so, she’s an advocate of continuing education and relishes maintaining a collaborative relationship with her clients.

Melanie has 24 years of experience in financial services. She’s a CERTIFIED FINANCIAL PLANNER™ (CFP®️) and an Accredited Asset Management Specialist (AAMS®). She’s currently studying to become a Chartered Special Needs Consultant. She has her B.A. in Finance from Bowling Green State University and lives with her husband, two children, and their three German shepherds.