Melissa joined Herr Capital Management in 2017 with over 10 years in the financial planning field. She has a distinct skill set and passion for helping engage client’s in a life of prosperity. She is a true advocate for her clients. She helps her clients find a healthy relationship with their money, which in turn, allows them to flourish or thrive in any financial environment. Not every approach is right for each client or company, so with her aspiration to learn and desire for commitment she looks at each client’s financial picture from every angle. She is successful at asking clients thought-provoking questions to assist in helping the clients figure out what's important to them about their financial health. She looks to develop strong relationships with clients for the long-term. It is her personal mission to provide clients with exceptional service and create a positive financial environment for her clients.
Melissa N. Osika, MBA is an Associate Partner at Herr Capital Management, LLC. She is also a registered representative for American Portfolios Financial Services, Inc. She has been in the financial services industry for 10 years and holds the following securities registrations: Series 6, 7, 24, 63, 65, in addition to, Life/Health/Disability Insurance licenses.
Melissa was born and raised in the Chicagoland area. She received a Bachelor of Arts in Communications Studies from Christopher Newport University. She later attended St. Xavier University graduating magna cum laude with a Master of Business Administration in Financial Planning. In 2006, she began her career at a large proprietary mutual fund broker dealer that focused on a holistic approach to financial planning, as well as, investments. In 2012, she decided that she wanted to provide her clients with more than what her previous company had to offer so, she made the transition to the independent financial planning world.
Melissa is a wife and a mom to 3 active children. If you cannot find her in the office, she is most likely cheering on some type of sporting event or volunteering at a school. In her free time, she enjoys spending time with her family, reading, traveling and sweating at a CrossFit gym.
Some of her key accomplishments include:
Identified as a rising star at Ladenburg Thalmann
40 under 40 by the Asset Management Institute of Women & Finance
Introduced a managed money program
Responsible for the largest influx of new assets at Herr Capital
Guest speaker on a nationally syndicated radio show