Representation in financial services isn’t just about numbers. It’s about visibility, mentorship, and meaningful change.

In this episode, Andrew Evans talks with Melissa Reaktenwalt, MBA, CSRIC, AIF®, Founder and CEO of EViE Financial Group, about her mission to bring more diversity and authenticity into the advisory space. Melissa shares how intentional visibility, openness to new talent, and personal practices for balance have shaped her firm and her life.

What to expect in this episode:

• Melissa’s intentional efforts to create representation by showing up on stages, conferences, and podcasts
• Why openness is key when bringing in younger talent and new voices into firms
• The challenges smaller and younger firms face compared to “OG” legacy firms
• The ongoing push for diversity, equity, and inclusion in financial services and why awareness isn’t enough
• How Melissa balances leadership with personal wellbeing through intentional rest, rage runs, and trusting her team
• And more!

Connect with Rossby Financial: 

• (321) 209-0111
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans: 

• LinkedIn: Andrew Evans
• aevans@rossbyfinancial.com 

Connect with Melissa Reaktenwalt:

• LinkedIn: Melissa Reaktenwalt
• EViE Financial Group

About Our Guest: 

As the Founder and CEO of EViE Financial Group, Melissa Reaktenwalt leverages nearly 20 years of experience in financial services along with credentials as a Chartered SRI Counselor (CSRIC) and an Accredited Investment Fiduciary (AIF®) to help individuals and small businesses achieve financial wellness and sustainability. She specializes in socially responsible investing (SRI), aligning clients’ values and goals with their investment strategies and decisions, as well as whole-self financial planning.

Melissa is passionate about empowering clients with actionable education and guidance on managing their investments, planning for their financial future, and reaching meaningful milestones. She frequently shares her insights through public speaking, educational workshops, and writing, covering topics such as financial planning, wealth literacy, business ownership, firm growth, marketing, and diversity, equity, and inclusion (DEI).