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Melissa Jones, CRPC

Melissa Jones, CRPC

Retirement Advisor

Melissa started with Tax Management Services, Inc. in October of 2022. Melissa brings over 15 years of retirement plan experience to TMS. Her industry knowledge spans defined contribution, defined benefit, and executive deferred compensation plans among many others.

A graduate of UW-Milwaukee Lubar School of Business, Melissa’s career has provided her perspectives from multiple industry-respected recordkeeping companies, including Great West, ADP, Paychex, and Transamerica. This included one of her most rewarding roles as an on-site retirement plan advisor for one of the largest hospital networks in WI. In addition, she has earned the Chartered Retirement Planning Counselor designation from the College of financial planning.

Melissa prides herself as a trusted partner to build and maintain a customized retirement solution for your business and prepare your employees for a comfortable retirement.

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