Melissa Cournyer

Melissa Cournyer is a seasoned Private Wealth Advisor with over 20 years of experience in the financial services industry. She specializes in delivering strategic, multigenerational financial planning for high-net-worth individuals, families, and business owners. Her approach integrates comprehensive investment and retirement planning with advanced tax and estate strategies, all aligned to support her clients’ unique definitions of financial independence and legacy.

Melissa holds FINRA Series 7, 24, 63, and 66 licenses and is currently a member of the Advisory Council at her registered investment advisory firm.

Prior to her current role, Melissa spent 15 years at a national financial services firm, where she also served as a Designated Principal and Compliance Officer, overseeing advisor supervision, regulatory adherence, and firm-level risk management. She played a key role in the training and development of financial professionals and built a strong foundation in compliance operations and leadership.

Melissa believes that retirement is not an age—it’s a mindset and a transition into a new life chapter. Her mission is to guide clients in pursuing their version of a fulfilling financial future by providing flexible, educational, and transparent advice tailored to each life stage. As a fiduciary, she is legally and ethically obligated to act in her clients’ best interests, ensuring clarity, objectivity, and accountability throughout the financial planning process.

Areas of specialization include: 

Melissa earned her Bachelor’s degree from the University of Washington. She lives and works in the scenic city of Gig Harbor, Washington. Outside the office, Melissa enjoys spending time with her husband, Chris and their dog, Maggie. She enjoys staying active, and traveling to her favorite destinations that inspire both personal growth and connection.