At Meld Financial, our team approach is what sets us apart from the rest. However, just having a team isn’t enough – we must build the right team of professionals to help our clients succeed.
We have been extraordinarily fortunate when building our team throughout the years. That good fortune extends to our newest hire – Justin Tackett.
Meet Justin, Meld’s Newest Associate Wealth Manager
Justin is an Illinois native. He recently graduated from St. Ambrose University with two degrees – a Bachelor of Arts in Finance and a Bachelor of Arts in Sports Management.
While attending St. Ambrose, Justin was a student athlete on the men’s soccer team. He played all four years, served as team captain his senior year, and received numerous honors including:
- CCAC All Conference Honors
- NAIA Daktronics Scholar-Athlete award in 2022 and 2023
- Academic All-District Team honoree
- CCAC All-Academic Team award
Since joining Meld in 2024, Justin is already bringing fresh ideas and a new perspective to our firm. We are thrilled to welcome him to Meld and look forward to the positive impact he will undoubtably have on our team.
Justin’s Role at Meld Financial
At Meld, Justin will act as an Associate Wealth Manager. In this crucial role, he will provide essential operational support to help ensure trades are made accurately and on time. He will also play an integral role in maintaining our investment platforms and portfolios.
In addition to these operational roles, Justin will support client advisory services. He will focus on the details of client investment plans and help keep our clients on the path to financial success.
Why We Are Excited for Justin to Join Our Team
We added Justin to the Meld team because our firm is growing. Justin will help us expand to accept new clients while continuing to provide the high level of service our current clients have come to expect.
Through nearly four decades of helping clients achieve their financial goals, we have created a unique set of processes and tools that support our clients. Financial Fingerprint® – our comprehensive wealth management plan – helps us understand each client’s current financial position, their goals, and what needs to be done to turn those goals into a reality. Supporting that plan is SmartScreen™ – a data-driven investment screening program that identifies investments that meet Meld’s rigorous quality standards. Justin will work with both tools to help drive client success.
Meld Continues to Put YOU At the Center of Every Decision
Our firm was founded with a client-centric goal to provide comprehensive wealth management services supported by an experienced team. Each member of our team brings unique skills, experience, and education. We believe that this combination is the best way to elevate the client experience and provide outstanding financial guidance.
As our team grows, we will continue to put YOU at the center of every decision. To learn more about Justin or the Meld philosophy, reach out to a member of our team today.