Our Team
A team of seasoned advisors and specialists, united by a single purpose: your financial wellbeing.
Owner • Financial Advisor
As the owner and financial advisor of Birchtree Financial, Melissa brings visionary leadership and deep expertise in financial advisory services and business strategy. With a commitment to excellence and client-centered service, she oversees the firm's strategic direction while ensuring every client receives personalized attention and expert guidance.
Co-owner & Office Administrator
Kevin serves as Co-owner and Office Administrator, managing daily operations and ensuring smooth client experiences. His expertise in administrative systems and client relations helps maintain the high standards of service that define Birchtree Financial.
IT Specialist
Kaleb is our IT Specialist, responsible for maintaining our technology infrastructure and ensuring secure, efficient operations. His technical expertise supports our team's ability to serve clients effectively while protecting sensitive financial information.
Bookkeeper • Office Administrator
Crystal Smith is the welcoming face of Birchtree Financial, serving as our Bookkeeper. She ensures clients feel valued from the moment they contact us, handling inquiries with professionalism and warmth.
Founder & Mentor
Art Birch is the Founder and Mentor of Birchtree Financial, bringing decades of experience and a deep commitment to helping clients achieve their financial goals. As the founder, Art established the firm with a vision of providing personalized, transparent financial guidance.
What Guides Us
We are legally and ethically bound to act in your best interest — always.
We favor steady, long-term thinking over reactive, short-term moves.
No jargon, no hidden fees — just honest guidance you can understand.
Book a complimentary introduction and find the right fit for your family.