Melanie Ross

Melanie helps families pursue their financial goals while protecting the assets and financial health they have worked so hard to build. Drawing on more than 25 years in financial services, including investment advisory, trading, and risk management, she finds great purpose in developing creative strategies that address the concerns weighing most on her clients.

As the wife of a first responder and a mom to a child with special needs, Melanie understands firsthand that life does not always go according to plan. That perspective shapes how she works with every client. She places special emphasis on preparing for the unexpected, protecting the people who matter most, and building a plan that instills confidence.

Melanie holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Special Needs Consultant® (ChSNC®) designation, which focuses on planning for families who have a loved one with special needs. She graduated from Bowling Green State University with a Bachelor of Science in finance.

Outside of the office, Melanie’s life centers on her family, including three German Shepherds who keep everyone busy, entertained, and on their toes.