Our Team
Melissa Birch
Owner • Financial Advisor
About
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. Her extensive experience in the financial services industry has shaped Birchtree Financial into a trusted advisory firm known for its integrity, innovation, and client-first approach. Melissa is licensed to provide life insurance and accident & sickness insurance products, having completed the Life License Qualification Program (LLQP).
Education & Credentials
LLQP (Life License Qualification Program)
Areas of Expertise
Work Together
Ready to get started?
Schedule a complimentary consultation and take the first step toward a stronger financial future.