Wealth Management Made Simple

Melissa joined New Eagle Wealth Management as a Financial Advisor in 2021 and is a Managing Partner. Prior to joining New Eagle Wealth Management, Melissa worked at a local Credit Union for over 13 years where she started her financial career as a licensed Administrative Assistant. She then transitioned to a Financial Advisor and turned her passion of helping others into a career. Melissa provides guidance tailored to the unique needs of her client’s financial goals, whether it’s saving for retirement, education planning, 401k rollovers or life insurance. Melissa also enjoys working with small businesses to help provide retirement solutions for themselves and their employees.

Melissa received her AAS degree from Northeast Community College and her Bachelor of Science degree from University of Dubuque. She currently holds her Series 7 and 66 licenses, as well as her Life and Health Insurance licenses. Melissa enjoys spending time with her family, traveling, volunteering within the community, and an active member of the Dubuque Women’s Leadership Network and the Dubuque Area Chamber of Commerce Young Professionals.