Retirement Income Certified Professional and Wealth Advisor, Melissa Guttenberger, joined CWM in 2013 after working in the agricultural marketing and commercial insurance industries for many years. She is a graduate of Texas A&M University and the University of Florida and has several years of experience working with retirement plans and retirement employee education. She is securities 7, 65 and 63 licensed and has also obtained her designation as a RICP,® Retirement Income Certified Professional, through the American College of Financial Services in 2021. She is also licensed in life, health, annuity and property and casualty insurance
Dedicated and passionate about building relationships with clients, Melissa specializes in helping clients ensure that the wealth they have created will last through retirement and maybe beyond. She enjoys serving those approaching retirement and helping them through retirement and women who are recently widowed or divorced.
She and J.J. Croix became partners in 2019. Together as a team they strive to develop sound tailored planning to help each client individually create their own unique road map for retirement by turning their life savings into a paycheck that they can count on for the rest of their life.