Melissa Meyer RFC, EA
P: (623) 825-3173
Melissa serves as a Financial Advisor at our Sun City West, Arizona office. She has been in the financial services industry for nearly three decades beginning in Insurance and founding Dane Holdings Inc in 1991 with her husband Danny Meyer. In 2021, Melissa decided to partner with Berger Financial Group and is very excited to work with people who share the same philosophies and goals for their clients. As the founder of Dane Holdings Inc, Melissa has always worked closely with her clients to make decisions that were both tax-efficient and optimized for those nearing retirement or already retired.
Melissa has an extensive background in the computer industry, working her way up from Engineer to Director of Microsoft Business Practice for MicroAge and CompuCom. Her experience in the computer industry, working with large financial companies has given her invaluable skills in facilitating and implementing sensible and positive changes on a company level. Melissa received her Bachelor’s from the University of Michigan and holds several professional designations, including, IRS Enrolled Agent (EA), Registered Financial Consultant (RFC) with the IARFC and is also a member of MENSA, Ltd.
When not in the office, you’ll find Melissa traveling, hiking, mountain biking, or listening to her daughter Dani Taylor’s country music. Melissa and her husband Danny also show their Great Danes. At one point their Great Dane, Niko, was the number one Dane in the country.