Arnerich Massena is pleased to announce that Melody M. Behnke, MBA, CFP®, has joined the firm as a senior investment advisor on the wealth management team. Ms. Behnke will be responsible for the development, execution, and ongoing maintenance of client portfolio investment programs, client portfolio management, and developing client relationships.
“We are very excited to have Melody join our team,” says Reegan Rae, CPWA®, managing director of wealth management and firm principal. “Her wealth of professional knowledge and experience will elevate our capabilities and add another layer of depth to our service model. As our wealth management practice grows, we’re pleased to continue to provide our clients with top-notch talent and service.”
Ms. Behnke brings more than 24 years of experience in the financial services industry. Most recently, she served as president and CEO of River Summit Consulting, LLC, a firm she founded to provide strategic growth, business development and practice management consulting services to professionals and institutions in the insurance, benefits, and investment fields. She also served as director and vice president of Member Firm Development for M Financial Group; over her 14-year tenure with the firm, she oversaw the integration of new member firms, leading a team of relationship managers focused on helping member firms identify strategic direction, goals, growth opportunities, and operational refinements that would most effectively expand their practices. Melody earned an MBA from Portland State University and has earned her CFP® (Certified Financial Planner) designation. She also served in various roles in the Armed Forces, retiring in 2009 from the Oregon Air National Guard after 26 years of service at the rank of Lieutenant Colonel. Read her complete biography at http://arnerichmassena.com/about/investment-consulting-advisory-professionals.htm.
Tony Arnerich, CEO and co-CIO, states, “We are thrilled that Melody is joining the firm; she is a proven investment advisor and brings the skills and capabilities that will advance our practice as it grows. I have great confidence in her ability to deliver the quality and service we demand from our team members.”
Ms. Behnke is pleased to become a member of the Arnerich Massena team. “Arnerich Massena is well known for its world-class research and forward-looking investment approach. I share the firm’s dedication to providing top-tier client service and am excited to be part of this exceptional company.”
Arnerich Massena has served high net worth individuals and families since the firm’s inception in 1991. Over the last five years, the company has expanded its wealth management services to incorporate comprehensive wealth planning and philanthropic advising in addition to traditional investment advisory and portfolio management services. The wealth management practice’s remarkable growth and success requires a corresponding evolution of its team, reflected in the new hire of Melody Behnke.