Helping You Navigate Your Financial Terrain

With confidence and clarity

Every successful journey is supported by experienced professionals working together toward one goal -- helping you reach yours.

Lisa Cassidy, founder and independent fiduciary financial advisor at Allegiant Financial Services Group.
Guiding your financial journey

Summit Team Member

Melinda Harris -- Client Services

When you reach out to Allegiant, Melinda Harris is often the first voice you hear — and that's by design. As our Client Services Specialist, she's the steady, warm presence that makes sure every client feels heard, helped, and never left waiting on an answer.

Melinda brings a richly varied background to the role. Raised in Washington D.C., she's called Colorado home for most of her life — with a college chapter in Texas along the way that gave her an easy ability to connect with people from all walks of life. That combination of city roots, mountain living, and Southern hospitality shows up in everything she does.

With deep experience in client services and customer support, Melinda handles every inquiry — big or small — with the same level of care and attention. Her upbeat nature has a way of putting people at ease, especially during moments when financial questions feel stressful. She doesn't just answer your question. She makes sure you actually feel good about the answer.