Melinda Kaiser

Melinda Kaiser specializes in the areas of personal financial planning, retirement planning, college planning and investments. Her personal style and unique, simplified approach towards comprehensive financial planning has allowed her to build long-lasting relationships with individuals, accountants and attorneys. Melinda is also an OSJ (Office of Supervisory Jurisdiction) and supervises other advisors to assure that their processes are in compliance with the rules and regulations of our industry.

Melinda grew up in the Rio Grande Valley, attended Harlingen High School, and then earned her Bachelor's degree in Economics from The University of Texas in Austin, TX. Melinda has been serving the financial community since 1999. Melinda was born in Harlingen, TX.  She is the proud mother of a daughter, Kylie Jo and together with her husband,  Joe, lives in a beautiful house in Austin TX, a community the family has enjoyed for 22 years.

Melinda’s goal is to simplify the complicated financial arena and work as an advocate for those who face difficult financial decisions.  She has proudly built a practice that helps individuals control their financial affairs and take prudent actions.  She firmly believes that the decisions you make today will affect your results in the future.