Melinda Waltner

Melinda brings decades of experience in the financial services industry working in Bank Trust Departments and Investment Advisory Firms. She is known for her strong attention to detail and thoughtful support of both clients and advisors. She plays an important role in helping ensure accuracy and consistency across day-to-day operations.

Melinda lives in Ypsilanti with her husband and enjoys spending time with her son and daughter, as well as making memories with her two grandchildren.