Kyle has been in the financial services business since 2006, joining Meld Financial in January 2007. Kyle was promoted to President of Meld Financial in 2021 and continues to service 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.

Blake has been in the financial services business since 2014, joining Meld Financial in November 2018. As an Associate Wealth Manager, he assists clients in organizing, developing, implementing and maintaining a plan for meeting their financial goals, including investing, retirement planning and education saving, as well as insurance, tax and estate planning.

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 Health.

Pat joined Meld Financial in 1997 serving as Vice President Corporate and Retirement Plan Services. In
February 2021 she transitioned to a part-time consulting role serving as Meld’s resident Social Security
and Medicare Specialist. She has over 40 years in the financial services industry and more than a decade helping clients navigate the maze of Social Security and Medicare.

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.

Michael has been in the investment advisory business since 1983, joining Meld Financial in March 2014. A tenured financial advisor, Michael incorporates experience 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.

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.

Tami has over 30 years in finance and investing experience. In 2017, she founded Brookstone Wealth Management in Columbus, GA, as an affiliate of Meld Financial, to share her wealth and experience with the people – and most importantly, the women – in her area. Tami is active in her community and gives her time to several organizations including Kiwanis of Columbus, Phenix City Youth Football & Cheerleading League, and The United Way of Chattahoochee Valley, to name a few.

Matthew has more than 20 years of investment management experience, serving as a Managing Director and Chief Investment Strategist at three money management firms before his tenure at Meld. Matthew is a practitioner of the value investing philosophy made famous by Warren Buffet and Benjamin Graham.

Prior to his investment management career, Matthew spent 17 years as a mergers and acquisitions investment banker. He headed the Mergers & Acquisitions Department of Europe’s largest bank, HSBC, and was a Managing Director at Deloitte, Arthur Anderson, and Hill Thompson Capital Markets.

For ten years, Matthew was a Trustee of Touro University and now serves on the Board of the Institute of World Politics, a graduate school of National Security and Diplomacy.

Matthew’s investment focus is on understanding client needs and objectives and developing an optimal investment strategy specific to each individual client.

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.

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 investment platforms and portfolios for Meld Financial.

Madison provides essential support in client advisory service and investment portfolio needs. He focuses on detail in investment plans for clients and plays a key role in maintaining our investment platforms and portfolios. Madison has been in the financial services industry since 2018, joining Meld Financial in January of 2021.

Justin provides essential support in trade operations and client advisory service. He focuses on detail in investment plans for clients and plays an integral role in maintaining our investment platforms and portfolios. Originally an Illinois native, Justin joined the Meld team in June of 2024.

Whitney has been a valued member of Meld Financial since 2015, supporting advisors by managing administrative tasks, addressing client inquiries, and maintaining efficient operations. She plays a key role in handling daily client service requests and ensuring timely resolution of client issues and concerns.

Stevie joined Meld Financial in 2021, and she provides administrative support to the team.