Melissa Lipscomb

Financial Services Professional

Melissa is a dynamic and results-driven financial professional with a knack for turning complex financial challenges into clear, actionable strategies. Armed with a strong academic background from Washington State University and Seattle Pacific University, she blends deep knowledge in retirement planning strategies, and asset protection with a refreshingly personalized, client-first approach. She designs flexible, personalized strategies that adapt to changing circumstances, helping ensure clients’ financial futures are safeguarded and their peace of mind is prioritized.


Outside of work, Melissa loves adventuring with her husband and two sons—whether its skiing at Big Mountain, camping under the stars, playing an intense game of hockey, or even unleashing her competitive side in a high-energy Nerf gun battle. A passionate advocate for planning, Melissa believes that thoughtful preparation is the cornerstone of success, both in life and finances. She's committed to helping others build a brighter, more secure future, with the same care and attention she brings to every aspect of her life.

Melissa is Insurance licensed in MT 

Montana Insurance License No. 3003500085

Phone (425) 269-0208