Melissa Ellis

President, Founder & Principal

About Me

My passion is to guide women of Generation X and trailing Baby Boomers to live their best life. As a fee-only Certified Financial Planner and Certified Divorce Financial Analyst with a M.S. Personal Financial Planning degree from the University of Missouri-Columbia I am passionate about helping women establish and maintain wealth. My specialty is navigating the financial transition of women facing divorce. I am a proud member of the XY Planning Network dedicated to providing fee-only financial planning services to Millennials and Generation X. I am also a member of NAPFA and the Financial Planning Association.

When I am not working, I love to travel throughout the world. I also volunteer with Junior Achievement, making economics fun for high school students, and the CFP Board's WIN Initiative mentoring women who are interested in becoming a Certified Financial Planner (tm).

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