I grew up in Green Bay while the majority of my career, before moving back to Green Bay in 2016, was spent in Chicago where I worked for one of the nation’s top independent investment advisory firms.
There, I focused on serving high net worth and ultra-high net worth families where my average client had about $10 million of investable assets. I trained under two of Barrons’ Top 100 Advisors and served on a team managing over $300 million. Hence my expertise in coordinating investment management with complex estate plans and high sensitivity to investment tax management.
Throughout my career I’ve worked with families from various industries and stages of life, including; Fortune 100 executives, a Hollywood writer/actor/director/producer, business owners, young W-2 employees, doctors, retirees and everyone in between.
I first started Melotte Financial Advisors in Chicago as I wanted more control over the investment decision-making process instead of leaving it up to a committee ruled by consensus, which I believe results in decisions that are simply the average of committee members’ good and bad opinions. I never felt comfortable implementing investment decisions that I didn’t completely agree with, and, inevitably, in a large investment firm, there needs to be room for compromise. Not everyone in a large firm is going to agree with every single investment decision. It’s not right or wrong, it’s simply unavoidable with that many people in an industry where there’s a lot of subjectivity (i.e. investing). For me, however, I needed autonomy and full control over the investment strategy. I need to believe 100% in whatever I’m doing for a client.
Our family moved back to Green Bay in December of 2016 after a short stint in Portland, OR. It is at that point I relaunched Melotte Financial Advisors from where I now serve clients residing in Wisconsin, Michigan, Illinois, Indiana, Oregon, Texas, Connecticut and South Carolina.
I serve a small number of high quality clients and am the sole decision maker, which allows me to be much more nimble than a large firm and also allows me to provide personalized, custom service.
I’m a member of Mensa, the high IQ society.