Melissa Wagner

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Private Wealth Advisor, Director of Planning & Operations

Melissa was born and raised in Morrison, Colorado.  Her interest in finance started in high school while she was working at a finance company as office manager and loan underwriter.  She graduated from the University of Northern Colorado with a BS in Finance in 2005.  After college, she started working at a large financial institution where she met many of the other Legacy Wealth Partners team members.  

Melissa holds the following licenses: Series 7, 66, Life Accident & Health. She is also in the process of obtaining her RICP (Retirement Income Certified Professional®).

Melissa’s areas of expertise are: Comprehensive Financial Planning, Investment Management, Risk Management, and Estate Planning for individuals and small businesses.

Melissa and her husband, Andy, were married in 2014. They are expecting their first child in December 2016.  Melissa was thrilled to move back to the neighborhood she grew up in in 2015.  Outside of her professional life, she enjoys golfing, traveling, skiing, and the outdoors.  She spends most of her time with family, friends, and her dog, Champ.