The Team
The Experts Committed to Your Financial Success
Melony Trottier
CEO and Founder
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.
Joel Cooper
Chief Finance Officer (CFO)
Joel began his career in manufacturing, working alongside his father in the family’s clothing factory after earning his CPA in Durban, South Africa. In 1977, he co-founded *Gotcha*, a pioneering surf brand that grew into a $200 million global company. After its sale, he partnered with *Lost International*, helping expand the brand into apparel, surfboards, and action sports gear, where he remains a key figure today.
With over 40 years of experience in finance, manufacturing, and brand growth, Joel now serves as CFO of Golden Mean Financial Services, bringing his deep financial expertise and strategic vision to the firm’s mission of wealth protection and retirement planning.
Chrissy Sargent
Senior Financial Advisor
With a proven track record in sales, business strategy, and financial planning, Chrissy brings a wealth of experience and insight to her role as a financial advisor. Leveraging her extensive background in healthcare sales, she specializes in helping individuals, families, and business owners achieve their financial goals while navigating complex healthcare and retirement planning needs.
Before transitioning to financial advisory, she built a successful career in the healthcare sales industry, where she developed expertise in understanding the intricacies of health plans, insurance options, and the unique needs of clients in this space. This background has given her a keen understanding of the intersection between health, wealth, and long-term financial security, enabling her to craft tailored financial strategies that address both present needs and future aspirations.
In addition to her healthcare experience, she has developed strong ties with professional athletes, allowing her to offer specialized wealth management and financial planning services that meet the unique demands of high-profile clients. Her blend of experience in business, sales, and healthcare equips her to provide well-rounded financial solutions that are both comprehensive and personalized.
As a mother of three and the proud grandmother of four, she understands firsthand the importance of securing a strong financial foundation for future generations. This family-oriented perspective drives her commitment to helping clients protect their loved ones and build lasting wealth. Whether it's planning for retirement, managing family estates and protecting family legacy or ensuring the next generation is taken care of, she believes every financial decision should reflect the values and priorities of the family.
Known for her commitment to integrity, professionalism, and client-focused service, Chrissy is dedicated to helping clients navigate the complexities of financial planning with confidence, ensuring they achieve lasting success and financial security for generations to come.
Sarina Dieziger
Marketing and Operations
Sarina, a Filipina now based in Switzerland, brings seven years of marketing and operational expertise across diverse industries to Golden Mean Financial Services. Her extensive experience in understanding market trends, building brand trust, and driving business growth plays a key role in positioning Golden Mean as a reliable firm for retirement planning and wealth protection, ensuring that clients receive not only expert solutions but also a seamless and trustworthy experience. Her strategic approach and global perspective contribute to the company’s mission of delivering financial security and peace of mind to its clients.