Qualifications

Melissa Austin, President & CEO, has provided comprehensive financial analysis, consulting, seminars and a vast array of investment and insurance products since 1997. Comprehensive plans, including retirement planning, college funding, tax and estate planning are developed based on client goals and objectives followed by regular assessments to ensure to success. 

 

Melissa received her BBA in Business Management from Georgia State University and is a member of the Financial Planning Association.  She holds multiple licenses in the areas of investments and insurance. She has completed her Certified Fund Specialist (CFS) coursework through the Institute of Business and Finance and several modules towards the Certified Financial Planner (CFP) designation. She regularly attends industry training and certification programs and is currently matriculating at the National Institue of Estate Planners towards her GEPC (Graduate Estate Planning Consultant) certification.