Melissa Sanchez brings more than two decades of financial planning experience and a reputation recognized by respected national publications. She has been featured in USA Today for her insights on managing debt, saving strategically, and reducing everyday expenses. Her guidance has also appeared in the Wall Street Journal, reinforcing her standing as a trusted voice in personal finance. Melissa is a multi‑year recipient of the Five Star Wealth Manager Award*, and her leadership has been highlighted in Working Mother magazine—further showcasing her commitment to empowering families and professionals to make sound financial decisions.
A Foundation Built on Education, Leadership & Service
With a Bachelor of Business Administration in Finance from the University of Wisconsin–Whitewater and a Certified Financial Planner™ professional, she upholds the highest standards of ethics and competency in the industry. Her passion for advancing the financial planning profession extends beyond her own practice. Melissa spent more than ten years on the board of the Wisconsin Chapter of the Financial Planning Association, including serving as president. She has also contributed to the Waukesha County Technical College Financial Planning Advisory Committee and taught financial courses, helping aspiring planners build a strong foundation. Dedicated to elevating women in finance, Melissa participates in a professional study group with female advisors focused on mentorship, advocacy, and leadership.
A Personalized, Story‑Driven Approach to Financial Planning
Financial planning is deeply personal—because every client’s story is uniquely their own. Melissa has structured a team that partners closely with individuals and families to understand their goals, navigate challenges, and build a financial roadmap that supports the life they want to live. Clients value our authenticity, perspective, and ability to turn complex financial decisions into clear, confident steps forward.
Life Beyond the Office
Family is at the heart of Melissa’s world. She and her husband, Chris, along with their two sons live in Eagle, WI, where they enjoy an active lifestyle with their two children. Whether cheering from the sidelines, spending time on the lake, traveling to warm destinations, or enjoying the outdoors, Melissa finds joy in experiences that bring people together. She especially loves hunting and fishing adventures with her boys—memories that continue to fuel her love of the outdoors.
*The most recent Five Star Professional award was issued on 6/1/2022 by Five Star Professional for the time period 9/27/2021 through 3/25/2022. Crescendo Business
Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. 2021: 1036, 169, 16%, 5/1/21, 9/7/20 - 4/9/21; 2020: 1092, 172, 16%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1061, 224, 21%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1461, 220, 15%, 6/1/18, 10/3/17 - 4/18/18; 2017: 1148, 237, 21%, 6/1/17, 9/30/16 - 4/17/17; 2016: 923, 370, 40%, 5/1/16, 9/6/15 - 5/5/16; 2015: 1329, 430, 32%, 6/1/15, 9/6/14 - 5/5/15; 2014: 1744, 397, 23%, 6/1/14, 9/6/13 - 5/5/14; 2013: 2672, 524, 20%, 6/1/13, 9/6/12 - 5/5/13; 2012: 1291, 303, 23%, 6/1/12, 9/6/11 - 5/5/12