Hi everyone, I go by Melo, glad to be here. I work with care-based businesses such as ARFs, ALFs, SLS providers, home health agencies, and similar operators by helping them strengthen the financial side of the business.
I support owners with things like financial strategy, cash flow planning, tax strategy, business structure, and broader decision-making as they grow. I also help business owners and individuals with personal financial planning, retirement planning, and insurance solutions.
I’m a licensed CPA, a CFP candidate, and I provide both business and life insurance services. My goal is to help people build stronger businesses while also making smarter financial decisions personally.
I’ve had some experience in the ARF space and now my team and I are venturing into the SLS lane.
Looking forward to learning from the group and connecting with anyone building in this space.