Testimonials

"There are few better than Melinda when it comes to working with successful entrepreneurs in the financial services industry. Whether it's practice management, change consulting or strategic planning, Melinda is simply one of the best at partnering with financial professionals and helping them build and grow their practices. Whatever she puts her hand to, things are always extraordinarily better when she is finished."

Caleb Callahan, CFP, President, Chief Operating Officer
Valmark Financial Advisers

"Melinda is smart, organized, and straight-forward. She thoughtfully analyzes anything and everything she is a part of and communicates those thoughts in a really effective manner with others. I have personally grown in my personal and professional life over the years."

Christi Daughenbaugh, President, Chief Operating Officer
Borden Hamman Insurance Marketing

"Melinda has made a very significant and positive impact on of my practice. With her guidance as my coach and business strategist we continue to grow by design rather than by default and we are having more fun in the process than ever before! Melinda has also become a mentor in my life with her moral compass and great wisdom."

David Rosell, President
Rosell Wealth Management

"Melinda is a consummate professional, a dedicated visionary, a delight of humor and perspective and a warm-hearted soul. I've worked with many executives in the financial services & insurance industry and what stands out about Melinda is that exact trifecta combination:

1. Experience & wisdom 
2. Forward thinking vision 
3. Humor/warmth 

That is a rare combination...and worth its weight in gold."

Victoria Labalme, CEO & Creative Director
Victoria Labalme Communications, LLC

"It's been my honor to have worked with Melinda in the past professionally and I can attest not only is she an absolutely brilliant in mind, but also gracious in heart. Melinda is a student of our industry and can see ahead into the future but at the same time have a respect and understanding of the past, a trait I rarely find in others.

She has the uncanny ability to LISTEN first before she composes her thoughts, a trait and skill I deeply admire. 

Melinda is thoughtful and a great mentor to others and a forward thinking person. I can always count on Melinda being a 'Voice of Reason'."

Dex S. Umekubo, CLU, ChFC, Managing Partner
Producers XL