The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Staff

Melanie Matthews Suelflow

Melanie Matthews Suelflow

Registered Client Service Associate

Financial Planning Assistant
More about me...

Qualifications

  • BA - Lipscomb University
  • Securities License

Roles & Responsibilities

  • Melanie may be the first person you hear on the phone or read over email when scheduling.
  • She directs business strategy, supervises internal finance and operations, leads marketing, and human rersources.
  • In her free time, Melanie enjoys boxing classes at Title Boxing Club, Netflix movies, and long runs in 12 South Nashville.