Mark and Kyle shake hands - Kyle Whittington name new partner

In November, Mark penned a letter on the State of the Company that was mailed to all of Meld Financial’s clients.  In the letter, Mark shared the news that Kyle Whittington, CFP® has become the first partner and an equity owner of Meld Financial, Inc.  Click below to read Mark’s 2016 State of the Company letter and learn more about Kyle’s new role.