I grew up in rural Illinois, went to college in St. Louis and lived in Chicago for two years before deciding I was just not meant for the cold winters. I moved to California in 2003, and have never once regretted it (however, I do maintain my Midwestern values and remain an avid Cubs fan!). I met my husband, Sean, in 2013, we got married in 2017, and now, we have a home in Altadena. While children are not in our future, we are proud parents of a little Terrier named Kona.
At a young age, I understood that money has a huge impact on your life. I don't mean how much you have, but how you earn it and what you do with it. Early in my working years, I wanted to make my money work for me. I read and learned as much as I could, and then started implementing savings and investing strategies. As I became more passionate about it, friends, family and coworkers started asking me questions about how investing worked, and would I help them with their goals. I realized that if I could do this for a living - help families, individuals and small businesses with their financial goals - I would be happy to go to work every day. That's when I joined Edward Jones. I loved that their main focus was doing what's right for the client, and I wanted to be a part of that culture.
My ideal clients are those who are serious and motivated about achieving their financial goals. When we meet, I first want to understand what's important to you, and then I'll help you create a personalized strategy to help achieve your financial goals and partner with you to help reach those goals. I strive to make saving and investing easy to understand. I take pride in the environment that my branch office administrator, Espi, and I have created for our clients, and sincerely value the relationships we've made.
If you appreciate personalized, reliable, honest and transparent service, I would love the opportunity to talk with you. Feel free to swing by our office or give us a call. We're always happy to help!
My Personal Interests
- Wine Collecting/Enthusiast
- Personal Fitness
- Animal Rescue
Office Address945 E Route 66
Glendora, CA 91741
Phone NumberMelissa J Robman at (626) 914-5805
|Mon||Closed for Holiday|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More