Melissa Daigle, CFP®

Melissa serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 25 years of experience in the financial services industry, Melissa has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a senior wealth planner.

Melissa earned a Bachelor of Arts degree from MidAmerica Nazarene University, where she graduated magna cum laude. Melissa is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Melissa and her husband, Brian, are proud parents of five daughters and grandparents to nine beloved grandchildren. In her spare time, Melissa stays active year-round — she hikes, rucks and swims when the sun is out and turns to indoor cycling and the gym during cooler months. She also dedicates time to church activities, dives into good books, whips up delicious baked goods and cherishes time spent with friends and family.