Valeo Financial Advisors LLC
Melissa Mellinger is an experienced professional in client service and administrative roles, currently serving as a Client Service Associate at Valeo Financial Advisors LLC since February 2021. Prior to this position, Melissa gained valuable experience as an Administrative Assistant at Anchor Point Technology Resources from December 2016 to February 2021 and held various roles at BMO Harris Bank, including Customer Experience Manager, Universal Banker, and Customer Service Representative from November 2013 to November 2016. Earlier in their career, Melissa worked as a Kindergarten Teacher at Noblesville Schools for nearly a year. Melissa earned a Bachelor of Education (BEd) in Elementary Education and Teaching from Indiana University Bloomington, completing the degree in 2011.
Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.