Melodie's responsibilities include client business processing, office management, consultant and vendor coordination, team workflow, marketing, and event planning. She is your one-stop shop for all client services.
Melodie joined the Canopy team in early 2023, bringing with her over 20 years of client service and business operations experience in the financial services industry. She holds her Bachelor’s degree in Financial Management from Upper Iowa University, and also has an Associate Degree in Business Management from Madison College. Additionally, she holds the Chartered Financial Consultant (ChFC®) and Charted Advisor for Senior Living (CASL®) professional designations from The American College.
Melodie is a native of New Glarus, and resides there with her husband, Dan, and their Leonberger named Ivy. She enjoys volunteering in her community, and spending time with family and friends. She is also an avid reader, and an enthusiastic traveler who appreciates opportunities to explore new places and take in fresh experiences.