Melissa N Monroe

Melissa N Monroe

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Melissa N Monroe
At work

At work

At work

Why I do what I do

Why I do what I do

I firmly believe that financial wellness is a cornerstone to overall wellness. As a financial representative, I focus on helping individuals, families, and small-businesses plan for their future through goal-based planning so that they can achieve a version of financial freedom that is unique to their values. I listen, consult, and direct.

I serve members in…

the Inland Empire of California. The communities I'm most involved with include Yucaipa, Calimesa, Beaumont and Banning.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

everyone! However, I primarily work with small-businesses and their employees, as well as self-employed individuals.

I attended…

community college at San Bernardino Valley College, where I got my associate degree. I finished my education at the University of California-Riverside where I got my bachelor's degree in political science and graduated on the dean's list with honors, as well as undergraduate research experience.

Before Modern Woodmen, I…

was a college student and worked as a waitress for three and a half years at a local, family-owned café in Yucaipa.

I chose Modern Woodmen because…

of the culture here and the fraternal aspect to the organization. I majored in political science because I wanted to create change. My motivation to create change has stayed the same and, with Modern Woodmen, I have been able to do so even in such a short amount of time.

The best part of my career is…

getting to provide financial education to those I sit down with, as well as helping small businesses provide valuable financial resources to themselves and their employees.

“I serve members in the Inland Empire of California. The communities I'm most involved with include Yucaipa, Calimesa, Beaumont and Banning.”
At home

At home

At home

My life outside of work

My family includes…

my mom, Valerie, my dad, Roy, my two sisters, Melanie and Michelle, and my dog, Pongo.

In my free time, you can find me…

with my family, whether it's watching TV, camping, hiking or riding our horses. Anything that my family is doing, I'm doing. I also enjoy playing basketball and reading.

I’m passionate about…

my family, friends and communities.

My personal motto is…

"Your potential is endless."

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life. I am greatly invested in my hometown, as well as the surrounding communities.

What I like best about my community is…

its close-knit, hometown feel. I've been extremely encouraged as of lately seeing the surrounding communities coming together and collaborating on community events and mixers.

I’m a member of…

all of the surrounding Chambers of Commerce. I hold leadership positions among a few of the Chambers that I serve: Board Member with the Yucaipa Chamber, Board Member with the Calimesa Chamber, and Lead Local Business Ambassador with the Banning Chamber. I am also a member of the Beaumont Chamber of Commerce.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.


Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 4148618

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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