Mark has been in the financial service business since 1976 and formed Meld Financial in 1984. He developed our motto: “We provide independent and objective services melded with customer-driven financial goals”, which sums up how he feels about the direction Meld has taken.
› CLU (Chartered Life Underwriter) designation – 1989
› Masters Degree in Financial Services – American College – 1993
› CERTIFIED FINANCIAL PLANNER™ – 1998
› Securities Licenses: Series 6, 7, 22, 24 and 63 › Life and disability insurance license.
Kyle has been in the financial services business since 2006, joining Meld Financial in January 2007. Kyle is in charge of the retail client advisory service of Meld and services Meld’s individual clients with their investment portfolio needs. In addition, Kyle oversees Meld’s Investment Department, focusing on design and implementation of investment plans for clients. Kyle also maintains our investment platforms, including Meld’s mutual fund portfolios, bond ladders, and stock portfolios.
› M.S. Human Environmental Sciences (Financial Planning), University of Alabama – 2006
› B.S. Commerce and Business Administration (Finance), University of Alabama – 2005
› CERTIFIED FINANCIAL PLANNER™ – 2009
› Securities Licenses: Series 7 and 66.
Jamie started in the financial services business in 1994. Jamie worked with the Gartner Group, then Soundview Financial and Bear Stearns before starting his own Registered Investment Advisory practice, Capstone Investment Financial Group (Initially Dunn Warren) in 2000. Capstone provided portfolios to advisors to use with their clients. As advisors, and subsequently their business owner clients wanted help with getting what they want from their business, Jamie took his knowledge and experience of running a business to other businesses to help them implement tools to become more effective and accountable. Jamie first started working with Meld in a coaching capacity in 2014. Jamie is an implementer of the Entrepreneurs Operating System ® (EOS), a complete proven system of simple practice tools to help business owners achieve three things: Vision, Traction and Healthy.
› MBA University of Rochester, William E. Simon School of Business
› B.A. Economics, University of Colorado
› Chartered Financial Analyst Designation
Michael has been in the investment advisory business since 1983, joining Meld Financial in March 2014. A tenured financial advisor, Michael incorporates expertise developed over three decades of navigating uncertain times and difficult financial markets. Clients trust Michael to focus on their specific goals and appreciate that he applies an objective perspective to help simplify their financial plans. Tactical asset allocation gets clients into stronger sectors while risk management is applied via a proactive sell-side discipline. A consultative approach allows him to provide a financial road map for individuals, families, small business owners, and medical sales professionals.
› B.S. / B.A. Finance, Boston University – 1980
› Securities Licenses: Series 7, 24, 63
› Life, disability insurance and variable annuity license
Dwight has been in the financial advisory services since 1997. Prior to Meld, he held positions at two major advisory firms. Dwight’s emphasis is on income planning and managing investments.
› B.S. Commerce and Business Administration (Finance), University of Alabama – 1977
› Securties Licenses: Series 7, 66
› Life, disability insurance and variable annuity license
Pat has been in the financial services business since 1981 and is very knowledgeable in all aspects of qualified retirement and non-qualified deferred compensation plans as well as Social Security planning. Pat joined Meld Financial in 1997 and is directly responsible for the management of our institutional client relationships and oversees the daily operations of the firm.
› B.S. Accounting, Western New England College, Springfield, MA – 1978
› CERTIFIED FINANCIAL PLANNER™ – 2002
› Securities Licenses: Series 7 and 63
› Life and disability insurance license
Will has been providing financial planning services since 2001, joining Meld in August 2013. Will is in charge of the Financial Planning Department and focuses on blending his expertise with the intangible aspects of our client’s situations to help them attain financial security. Will works to ensure that our clients’ investments align with their financial plans.
› B.S. Commerce and Business Administration (Accounting), University of Alabama – 2001
Burt joined the Meld Financial team in June 2018 after two decades of being a client. Burt heads up our marketing department with his key focus on developing new business initiatives. In addition, Burt manages Meld’s advertising and promotion efforts. Prior to joining Meld Financial, Burt worked with U.S. Steel Corporation for 35 years before retiring in 2016. His diverse commercial experience provides a new approach to expanding the Meld Financial brand.
› B.S. Management Engineering, Grove City College, Grove City, PA – 1980
› 35+ years of work experience with U.S. Steel. The majority of which was spent in leadership positions in marketing, sales and customer service.
Holly joined Meld Financial in 2007 and provides operational support to all areas of the firm. She provides integral services in the financial planning process, servicing of client accounts, and heads up our client service commitment.
› Registered Paraplanner (SM) – 2012
Ashley began her career in the financial services industry in 2015, joining Meld Financial in February of 2016. Ashley provides integral support in client advisory service and investment portfolio needs. She focuses on design and detail in investment plans for clients. She also maintains Meld Financial’s investment platforms and portfolios.
› M.S. Human Environmental Sciences (Financial Planning), University of Alabama – 2016
› B.S. Human Environmental Sciences – Human Development & Family Studies, University of Alabama – 2014
› Securities Licenses: Series 7
Catherine began her career in the financial services industry in 2012 and joined Meld Financial in January 2017. As an Associate Financial Planner, she assists clients in organizing their finances, guiding them through the financial planning process, and provide a framework to help them meet their personal and financial goals. Catherine has her Series 6 and State Life & Health Insurance designations.
› B.S. Finance and Economics , University of Alabama – 2012