ABOUT EVIE'S FOUNDER
Melissa B Reaktenwalt, MBA, CSRIC
Melissa began her career in the financial planning industry in 2006, as a Marketing Coordinator for a top-producing advisor, and quickly transitioned into the role of licensed Financial Advisor in the fall of 2008. After working with hundreds of government and military families for over a year, Melissa made the decision to go an independent route, to benefit both her clients and her professional development. She was hired as an independent advisor with a small firm in the winter of 2009 taking on a variety of roles in addition to working directly with clients. In the spring of 2012, Melissa decided to branch out on her own as Partner Advisor of Highlander Financial Group, established formally in June of that year. Her time with Highlander gave her countless opportunities to work with her clients in a unique way, focusing more closely on a comprehensive planning approach and holistic wealth management strategies.
In the fall of 2018, EViE Financial was born, under Melissa's sole leadership, to further her independent work with individuals, families, and business owners on their financial journeys. EViE represents Melissa's passion for education in the planning process, vitality in one's financial life, independence in the approach to providing services, and empowerment to move forward successfully, no matter the financial goal.
Throughout her career as a trusted financial planner and wealth manager, Melissa has been able to assist her clients with their unique and sometimes challenging objectives for the near- and long-term financial futures. She couples dedication and commitment to her work with a strategic, realistic approach to money management and financial planning with every client she works with, every day.
Melissa currently holds the following FINRA securities registrations: Series 7 and 66, as well as Life and Health insurance licenses. She also holds her BA in Finance and MBA degrees, as well as the designation of Chartered SRI Counselor (Socially Responsible Investing, SRI).