Melody recently joined Financial Synergies, bringing a passion for helping clients achieve their financial goals. Melody graduated Magna Sum Laude from the University of Houston, C.T. Bauer College of Business with a degree in Finance and a certificate in Personal Financial Planning. During her studies, Melody completed an internship at a leading wealth management firm, gaining valuable experience honing her analytical skills and developing a strong foundation in investment strategies and financial planning. Melody is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation to enhance her expertise and better serve clients.
Outside of work, Melody cherishes time with her family and friends. She and her husband, Nate, have four (mostly grown) children: Jacob, Pearce, Anna, and Erik. In her free time, she enjoys traveling, exploring Houston, music, and curling up with a good book.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
