Our Qualifications

What do you see ahead?

Zeroing in on goals, priorities and strategies can be daunting. We know from our own experience and from listening to our clients for over 15 years.

Melanie’s CFP™ title is conferred by the Certified Financial Planners Board of Standards.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  To earn the designation, she had to exceed in four areas:  education, examination, experience and ethics.  It’s not just about numbers; it’s about you and your financial goals.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.


Securities and investment advisory services offered exclusively through HTK.  HTK does not offer tax or legal advice.