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Director of Tax Planning & Senior Wealth Manager

Melissa Yost

  • CPA
  • MBA
I act as your legal fiduciary.

Background

Melissa is a licensed Certified Public Accountant (CPA) and she helps our clients implement tax planning strategies to reduce their taxes.  Melissa is also a Senior Wealth Manager and she provides comprehensive wealth planning services for our high-net-worth clients.  Melissa is a member of our Investment Committee and assists our portfolio management team with investment research.  Melissa earned a Bachelor’s Degree and Masters Degree in Accounting from Saint Louis University.  She also earned a Masters Degree in Management & Leadership from Michigan State University.  Prior to joining PFA, Melissa worked as a CPA with a Family Office that served ultra-high net worth clients.  Melissa worked as a Tax Manager at Ernst & Young and she has extensive experience preparing tax returns.  Melissa began her career working at UHY Advisors, where she worked with high-net-worth families and small businesses.