At Meld Financial, our team approach to wealth management allows our advisors to specialize in the areas that interest them most. We are proud to announce that four members of our team recently received new professional certifications that will help further strengthen our team and our ability to serve you.
Ashley Burrell Received The CRPS™ Certification in December
Since Ashley joined Meld in 2016, she has provided immense value for our personal and business clients. Ashley followed her interest after joining Meld and specialized in helping businesses and organizations get the most from their corporate sponsored retirement plans. She recently furthered her education in this area to gain key skills that are intended to benefit our corporate clients.
In December, Ashley received the Chartered Retirement Plans Specialist (CRPS™) professional certification from the College for Financial Planning. The educational requirements were designed for experienced advisors like Ashley and provided her with in-depth knowledge of business retirement plans.
Ashley will use what she learned through the program to make recommendations that help organizations build and strengthen their retirement plans. She will also be able to guide businesses and organizations as they effectively administer these plans to provide enhanced benefits for employees and the organization.
Holly Criss Passed The CRPS™ Certification in January
Holly has been with Meld since 2007 and provides vital operational support in all areas of the firm. She has undertaken many educational opportunities throughout her tenure at Meld including earning her Financial Planner Qualified Professional designation in 2012. Recently, she furthered her education on the topic of corporate retirement plans.
Holly also earned the CRPS™ certification and will use the skills she learned throughout the program to better serve our clients who sponsor retirement plans. This designation showcases her thirst for knowledge that will aid our clients in reaching their unique goals.
Madison Caswell Became A CFP® Professional in November
Madison Caswell has been helping clients with their financial needs since 2018. He joined Meld in 2021 and has been integral to maintaining financial and investment plans for our clients. Madison recently attained a new certification that recognized his knowledge of financial planning principles.
In November, Madison completed the lengthy educational program that culminated in him being named a CERTIFIED FINANCIAL PLANNER®. This program is considered the highest standard in personal financial planning and requires 12 – 18 months of study, a rigorous examination, a bachelor’s degree, the completion of an ethics component, and verification of industry experience.
Madison will use what he learned through the program to craft comprehensive financial plans using our Financial Fingerprint® process. This wealth management planning process results in an easy-to-understand financial plan that brings together the most important aspects of your financial life.
Stevie Fleming Passed The FPQP® in November
Stevie Fleming joined the Meld team in 2021. Since that time, she has provided invaluable administrative support for our advisors as they work to serve clients. She recently achieved a new professional designation that will help her provide even more targeted support for financial planning clients.
In November, Stevie earned the Financial Paraplanner Qualified Professional (FPQP) professional designation. The courses that Stevie took to prepare for this certification covered topics related to cash management, the uses of debt, insurance, investments, retirement planning, taxes, and estate planning. This knowledge will help her provide enhanced support for our advisors and clients.
We are so proud of our employees for their continued commitment to gaining new skills and furthering their education. Our team is at the heart of Meld, and we are excited for the new opportunities that these employees will have after completing their certification programs. We also look forward to the additional value that they will bring to client service and the execution of our mission to help all our clients achieve financial success.
Get Your Financial Fingerprint® From Meld Financial
At Meld Financial, our team brings together vast experience and unique perspectives to support you through every step of your financial journey. Our unique wealth management program, Financial Fingerprint®, is integral to our mission to help our clients achieve their unique goals.
To learn more about our team and get started with Financial Fingerprint®, contact us today.
*CFP® and CERTIFIED FINANCIAL PLANNER® are registered trademarks of the CFP Board
