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Melissa Coppage, CLU®, ChFC®, LUTCF

Melissa Coppage, CLU®, ChFC®, LUTCF

Senior Wealth Planner

Melissa began her career in Finance in 1996. Her licenses include Series 6, 7, 63 and 65 and she is a Dave Ramsey Smartvestor Pro.She works hard to educate clients so they have a full understanding of the strategies that are being implemented. Her goal is to always go above and beyond expectations and she strives to deliver reliable solutions in a professional and timely manner. In addition to all of the services DB Tax & Wealth already provides, Melissa specializes in Asset Protection/Life Insurance as well as Long Term Care & Disability Strategies

Melissa is the oldest of eight children. She was born and raised on a dairy farm in Wautoma, WI.  She graduated with a CCAF degree from the United States Air Force. She retired with 24 years of Military service, including 13 years active duty. She currently resides in Wauwatosa with her husband, Rich, who is in Law Enforcement. They have two sons: Adrian, a UWM graduate who is exploring opportunities as an Environmental Engineering and Miles, a student at San Diego State University. Melissa enjoys spending time at the gym and teaching fitness classes. She is an active member of First Congregational Church.