MELISSA MACHLITT - Key Persons
Job Titles:
- Financial Advisor
- Portfolio Manager
- Portfolio Manager and Financial Planner at Encore Financial
As a Portfolio Manager and Financial Planner at Encore Financial, my primary responsibilities revolve around handling portfolio management for the firm. This includes conducting investment research, developing models, managing risk, designing portfolios, and making tactical shifts as needed. Additionally, I provide comprehensive financial planning services to my clients, with a particular focus on retirement and goal-based planning. With over 20 years of experience in the financial services industry, I have developed a deep understanding of portfolio management and financial planning.
Throughout my journey in financial services, I have gained valuable experience working at esteemed institutions such as JRA Financial, US Bank Asset Management, and Thrivent. In 2004, I obtained the Series 7 and 66 securities licenses, as well as licenses for life and health insurance, further enhancing my expertise. Prior to beginning my career, I attended the University of Minnesota at Duluth.
Job Titles:
- Client Service Administrator
Job Titles:
- Client Service Administrator
Job Titles:
- Client Service Administrator
Job Titles:
- Client Service Administrator
Job Titles:
- Tax Advisor, TruNorth Tax, LLC
Job Titles:
- Tax Advisor, TruNorth Tax, LLC.
As one of the owners and a Financial Advisor at Encore Financial, I have specialized in tax and retirement planning. Understanding the complexities of taxes and planning for retirement allows me to create comprehensive strategies that help my clients achieve their objectives. With over 15 years of experience in the financial services industry, my primary responsibility is to provide excellent financial advice that aligns with my clients' goals.
I have a bachelor's degree in finance from St. Cloud State University, as well as a Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Behavioral Financial Advisor® (BFA®) designations.
My favorite part of the job is helping my clients' goals come to fruition. It is incredibly rewarding to play a part in their financial journey and see the positive impact my advice can have on their lives. Seeing the relief on a client's face when they are on the right path is truly fulfilling. I firmly believe that the greatest value I can provide for my clients is a holistic approach to their financial plan.
I live in New Hope, Minnesota with my wife, Amanda, and our two children, Tucker and Benson. When I'm not working, chasing kids around or knocking things off the proverbial "honey do" list, I can be found in the woodshop building something new.