Director of Financial Planning Services
As the Director of Financial Planning Services, Melissa’s goal is to help our clients connect their money to their lives. She works with clients and their team of professionals to create a framework that aligns their financial plan with their life goals. Melissa earned her Business Administration degree from Queens University of Charlotte and is a CERTIFIED FINANCIAL PLANNERTM. Melissa is also a member of the Financial Planning Association.
When she’s not in the office, she enjoys spending time with her husband, Jim, and their dog, Annie. Melissa enjoys volunteering for several non-profit organizations including Harmony Family Center, and loves to travel and be outdoors.
"We are mirrors whose brightness is wholly derived from the sun that shines upon us." - C.S. Lewis