Mel Young, CFP®

Financial Advisor



Education:
University of the Incarnate Word, BBA, Accounting (Financial Planning minor)

Designations:
CERTIFIED FINANCIAL PLANNER™

Industry experience:
5.5 Years

How does Mel Use Commas?

  • Create and meet savings goals that allow myself and husband to feel confident in our day to day spending
  • Develop a plan to be generous with our money today and in the future
  • Save our money in a tax efficient manner

The Latest from Mel

Should You Put Less than 20% Down on a Home?
What to Do With Leftover 529 Funds

Mel’s Story

In her role, Mel helps clients discover and define their short-term, mid-term, and long-term goals, gathering and analyzing financial data to develop financial plans tailored to their unique vision for the future. Mel excels in simplifying complex financial planning topics and fostering lasting relationships with her clients. She is committed to ongoing professional development to stay up-to-date on various financial planning topics and tax law changes, ensuring she can be a dependable sounding board for clients and give them peace of mind.  

Outside of work, Mel enjoys spending time with her husband and son doing outdoor activities like hiking, playing sports, working on their land, and kayaking. She loves being close to their extended family and also volunteers at her church. 


Specialties

Goal setting, tax planning, retirement planning, retirement projections

Ready to start the conversation?