Meet Our Team

As the owner and financial advisor of Birchtree Financial, Melissa brings visionary leadership and deep expertise in financial advisory services and business strategy. With a commitment to excellence and client-centered service, she oversees the firm's strategic direction while ensuring every client receives personalized attention and expert guidance.

Kevin serves as Co-owner and Office Administrator, managing daily operations and ensuring smooth client experiences. His expertise in administrative systems and client relations helps maintain the high standards of service that define Birchtree Financial.

Kaleb is our IT Specialist, responsible for maintaining our technology infrastructure and ensuring secure, efficient operations. His technical expertise supports our team's ability to serve clients effectively while protecting sensitive financial information.

Crystal Smith is the welcoming face of Birchtree Financial, serving as our Bookkeeper. She ensures clients feel valued from the moment they contact us, handling inquiries with professionalism and warmth.

Art Birch is the Founder, Mentor, and Financial Advisor of Birchtree Financial, bringing decades of experience and a deep commitment to helping clients achieve their financial goals. As the founder, Art established the firm with a vision of providing personalized, transparent financial guidance.