Melissa A. Jenkins, CPA, CFA®
Wealth Advisor | Principal
Finance is a complex subject. Issues relating to money can be very emotional, and the backdrop is often noisy and confusing. As a perpetual student of investing and wealth management, I will always help my clients balance reason and emotion while fostering open and honest communication. I place the highest premium on listening to my clients and providing clear and concise advice.
My interest in accountancy and finance led to becoming credentialed as a Certified Public Accountant (inactive, non-practicing) and Chartered Financial Analyst®. This has helped me serve my clients’ comprehensive investment and wealth management needs while upholding the industry’s highest standards of professional duty and conduct.
Experience has taught me that every client’s situation and needs are unique, and accounting for their feelings about their wealth is as important as accounting for their assets and liabilities. Being there for my clients through all of life’s transitions – planned and unplanned – is an honor, privilege, and responsibility.
My husband, Aaron, and I were married in April 2020 during the early stages of the pandemic. A year later, we were blessed with our first child, Marshall. Those significant milestones in our lives are constant reminders of the importance of the work we do at R|W and the impact it will have on our clients and their families for generations to come.
Education & Professional Designations:
- Boise State University, B.B.A. in Accountancy and Finance
- Chartered Financial Analyst® (CFA®)
- Certified Public Accountant (Non-Practicing)
Memberships and Community Service:
- The CFA Institute
- The CFA Society of Idaho
- The American Institute of Certified Public Accountants
- Leadership Boise Alumni – The Boise Chamber of Commerce
- Pine Acres Youth Camp