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 Fortune 100 executives, a Hollywood writer/actor/director/producer, business owners, young W-2 employees and everything 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.