Lexington, SC Office

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at FIRST CITIZENS BANK, Brookstone Wealth Advisors, and Retirement Wealth Advisors, Inc. Outside of her advisory role, she provides tax preparation services through Lisa Mendenall CPA and works as a controller for a real estate development firm. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using both active and passive model-based strategies. The firm incorporates fundamental and technical analysis and utilizes sub-advisers and third-party managers when appropriate.

Robert Mendenall is a financial advisor at Wealthspan Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Wealth Advisors, LLC for nine years. In addition to his advisory role, he independently provides college admissions and financial aid consulting through The College Funding Center of SC, LLC, where he is president and owner. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using a combination of active and passive model portfolios. The firm incorporates fundamental and technical analysis and may delegate management to outside advisers when appropriate.