Melissa Baldwin, CFP® joined SH&J in January 2011 and became a shareholder in May 2019. As the Financial Planning Coordinator, she is a prolific writer of Financial Plans, works directly with clients, and has assumed leadership of the firm’s compliance, strategic planning, and business development initiatives. Currently, Melissa serves on the firm’s Financial Planning Committee and Investment Committee and is also a member of the Financial Planning Association of Colorado.
Melissa interned with Sharkey, Howes & Javer for three years while on breaks from Western New England College. She double majored in Finance and Accounting and graduated Summa Cum Laude with a Bachelor of Science in Business Administration. After witnessing firsthand the client relationships formed at SH&J, Melissa completed the rigorous requirements and attained her CFP® (CERTIFIED FINANCIAL PLANNER™) certification in May, 2013. Melissa believes Financial Planning is a part of life that many people worry about but don’t know where or how to start. Financial Planning and Investing should be accessible and understandable to everyone. The financial decisions to be made over a lifetime can be overwhelming and being able to provide clients with guidance and a sense of security when it comes to their finances is inspiring.
During her free time, Melissa enjoys travel, cycling, playing tennis, hiking, camping, skiing, and baking.