Melissa Daigle

Director of Financial Planning

Melissa Daigle, CFP®

Melissa Daigle has worked in the financial industry for 25 years, with over 20 of those years spent as a Certified Financial Planner. (CFP®) She thrives on relationship building and using her experience to help clients navigate their financial journey in the simplest manner.

“I was raised in a family that emphasized a strong work ethic and saving to be financially sound. I respect that clients are entrusting me with the fruit of their labor. Therefore, I am passionate about providing the best financial planning education, advice and service. I want clients to know that I truly care about them, their future and their families. I invest a part of myself into the success of each of their plans.”

Twenty years of experience on the investment management side of the business enables her to provide the critical thinking component necessary for planning. This is accompanied by her compassion and genuine concern for the well-being of the clients that she works with.

Melissa completed her bachelor’s degree at MidAmerica Nazarene University and is state licensed in both Life and Health Insurance. She has held many securities licenses throughout her career, including her Series 4, 6, 7, 26 and 63.

Outside of work, Melissa can be found engaged in various volunteer activities at her church and within the equestrian world. In the summer, she and her husband Brian are often on their boat at Raintree Lake, with an assortment of their friends and family, including five daughters and three granddaughters. She enjoys healthy cooking, reading, crafting and being physically active.