Melanie supports the day-to-day experience of our clients with a focus on accuracy, organization, and warm service. She manages key administrative processes, prepares documentation for client meetings, and ensures each step of the planning process is completed with care. Clients rely on her attention to detail and her timely follow-through.

Within the team, Melanie plays an important role in coordinating workflows, maintaining up-to-date client records, and supporting the implementation of financial plans. Her thoughtful approach and strong sense of ownership contribute to the consistent, high-quality service our clients expect from the Ewert Group.