The Team

The Experts Committed to Your Financial Success

Melony Trottier

President, Senior Financial Advisor

Mellie Trottier is a seasoned financial professional with over a decade of expertise in Fixed Index Annuities and financial planning. Mellie crafts personalized strategies that balance stability and growth, helping clients achieve their long-term financial goals with confidence.

A Magna Cum Laude graduate of Vanguard University, Mellie holds a bachelor’s degree in Communications with a focus on Marketing and Public Relations. Her professional accomplishments include her work with several local advisors, where she is proud to serve her community. Mellie is currently studying for her RICP designation to further enhance her expertise.

Beyond her career, Mellie finds fulfillment in supporting her children's sports and academics, traveling, and visiting museums. Known for her positive energy and commitment to service, Mellie takes pride in empowering clients to build secure, lasting financial futures.


Sarina Dieziger

Marketing and Operations