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Melody M. Behnke, MBA, CFP®

Senior Investment Advisor, Planner

Melody Behnke applies her vivacious personality and extraordinary discipline from more than 25 years in the Armed Forces to deliver unparalleled service to her clients. She takes the time to build personal relationships with her clients so that she can craft investment programs that are uniquely tailored to their objectives and fit into their larger financial picture.

Melody works with high net worth families and individuals, developing and executing client investment programs and managing client portfolios. As part of the firm’s wealth planning team, she works closely with her clients to develop comprehensive financial plans based on their individual situations and goals, and helps coordinate their teams of tax and insurance professionals to implement their long-term strategy.

With financial services industry experience that spans more than 25 years, Melody also served as president and CEO of River Summit Consulting, LLC, vice president of Member Firm Development for M Financial Group, vice president of firm relations at National Financial Partners Corp., and director of The Private Consulting Group.

Melody Behnke earned an MBA from Portland State University and has earned her CFP® (Certified Financial Planner) designation. She is a former FINRA Series 7, 24, and 63 license holder, and holds Oregon life and health insurance licenses.

Ms. Behnke served in various roles in the Armed Forces. She retired in 2009 from the Oregon Air National Guard after 26 years of service at the rank of Lieutenant Colonel and in the position of Deputy, Mission Support Group Commander.

Melody’s passion and energy is directed into her relationships with her clients; she builds deep bonds built on trust and rapport. Her high-energy, results-drive service is driven by her profound care for people.