With 18 years in the Financial Services Industry, Mel has partnered with hundreds of Financial Advisors, leaders, and small business owners toward exponential business growth, creating highly effective teams, deepening strengths, and achieving personal and professional goals.

Notable Client Achievements

• Coached a Financial Advisor to identify their strengths and focus on business efficiency to uncover over $1M in new assets from an existing client within a month.

• Coached a Branding Executive on leadership and career development, and they received a new job offer and large promotion.

• Coached a seasoned Financial Advisor through their annual business plan and expansion of their team resulting in 32% growth.