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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 3pm

Brandon-Melnick NM

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Spokane Valley, WA
Brandon-Melnick NM

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I believe people make their best financial decisions when they feel heard, respected, and supported.

Trades professionals & union workers
Business owners & self-employed
High-earning professionals
Families planning for the future

With 8 years in financial planning and a background in Business Administration, I help individuals and business owners protect what they’ve built, grow wealth intentionally, and create lasting financial security for future generations. I joined Excellentia Capital because of its commitment to integrity, excellence, and putting clients first. I’m passionate about building meaningful relationships, creating thoughtful strategies, and working alongside a collaborative team dedicated to delivering an exceptional client experience. Outside of work, you’ll find me snowboarding, exploring the outdoors, spending time on the lake, and connecting with new people and experiences that continue to shape my perspective and approach to life.

10/28/2026

Thrilled and proud to announce Northwestern Mutual’s 2027 expected dividend payout, but even prouder to share what’s behind it: our commitment to policyowners and delivering value over the long term. It’s the value Northwestern Mutual was built for and designed to share. See what powers our dividend payout: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=0L2013

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. https://www.northwesternmutual.com/life-and-money/strong-growth-sticky-inflation-and-ai-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=growth-sticky-inflation&agentid=0L2013

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. https://www.northwesternmutual.com/life-and-money/hotter-inflation-tests-the-ai-trade-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=hotter-inflation-tests&agentid=0L2013

10/15/2026

Today on National HSA Day, we're highlighting the power of an HSA. With tax advantages and long-term savings potential, it's a valuable tool for both your health and your financial future.

Read more: https://www.northwesternmutual.com/life-and-money/how-to-make-the-most-of-your-health-savings-account-hsa?utm_source=facebook&utm_content=_&agentid=0L2013

We'd love to help you explore whether it's the right fit for your goals. Schedule time to meet with your advisor: https://www.excellentia-capital.com/schedule-a-meeting

10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=0L2013

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=0L2013

10/09/2026

We're here for you.

Our team includes 5 Spanish-speaking team members and 1 Spanish-speaking Wealth Management Advisor, helping us better serve the diverse individuals, families, and communities we call home. From Eastern Washington and beyond, we're committed to providing personalized financial guidance and support every step of the way.

Ready to get started? Schedule a meeting with Mario or call our office at 509.459.9121, and we'll connect you with a member of our Spanish-speaking team.

https://www.excellentia-capital.com/schedule-a-meeting

10/08/2026

Maximize Gifts. Minimize Taxes.

A thoughtful gifting strategy can help support the people you care about while potentially reducing future tax burdens. Learn how annual gifting, education funding, and other wealth transfer strategies may fit into your financial plan.

Read more: https://www.northwesternmutual.com/life-and-money/make-the-most-of-your-gifting-strategy-and-reduce-taxes/?utm_source=facebook&utm_content=_&agentid=0L2013

Schedule a time to meet with your advisor: https://www.excellentia-capital.com/schedule-a-meeting

10/07/2026

Financial Success Doesn't Ignore Tax Strategy. It Leans Into It.

It's about keeping more of it. As year-end approaches, now is the time to explore opportunities like maximizing retirement contributions, tax-loss harvesting, strategic charitable giving, and Roth conversion planning. Small tax-smart moves today can make a meaningful difference tomorrow.

https://www.northwesternmutual.com/life-and-money/year-end-tax-strategies/?utm_source=facebook&utm_content=_&agentid=0L2013

As we approach year-end, appointment availability is becoming limited. Secure a time to meet with your advisor here: https://www.excellentia-capital.com/schedule-a-meeting

10/06/2026

1 Commitment to Excellence. 2 Office Locations. 30+ States Served.

Distance doesn't define the relationship.

Whether you're located in Washington or across the nation, our team is dedicated to providing personalized guidance for every stage of life.

We're here for you, your family, your business, and your future.

Schedule Today - https://www.excellentia-capital.com/schedule-a-meeting

Address

12929 E Pinecroft Way
Spokane Valley, WA
99206

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 3pm

Telephone

+15094185408

Website

https://www.excellentia-capital.com/

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