As the Director of Financial Planning Services, Melissa’s goals are to help our clients live with more peace of mind and to empower the next generation of financial advisors at PYA Waltman. In addition to serving as an advisor, confidant and accountability partner to our wonderful clients, Melissa works with the PYA Waltman team to constantly improve our clients’ financial planning experience. She also spends a good deal of time coaching younger staff and pouring into the next generation through recruiting efforts. Melissa earned her Business Administration degree from Queens University of Charlotte and is a CERTIFIED FINANCIAL PLANNERTM.
When she’s not in the office, she enjoys spending time with her husband, Jim, their daughter, Audra, and their goofy “pony” dog, Norman. Melissa also loves to travel, to be outdoors and to volunteer at her church. She is currently serving as the President of the Board for Harmony Family Center.
"Don’t let your happiness depend on something you may lose."
- C.S. Lewis
This thrilling true story details the exploits of Stéphane Breitwieser, one of the most prolific art thieves in history, who stole over 200 pieces of art across Europe. It delves into his motivations, techniques, and the eventual unraveling of his audacious crime spree.
Milton the Money Savvy Pup – Makes Saving a Habit by Jamie Bosee is the second book in the series teaching young readers important lessons about financial literacy in a fun and engaging way.
Milton the Money Savvy Pup – Brings Home The Bacon by Jamie Bosee is an educational children's book that follows the adventures of Milton, a money-savvy pup, who is learning to be smart with his money. Milton uses his money smarts to teach kids the basics of money and how to manage it wisely.
The Psychology of Money by Morgan Housel is a thought-provoking exploration of the psychological aspects that influence financial decisions, human behavior, and emotions that shape our relationship with money.
Switch by Chip Heath and Dan Heath is a book that explores how to make positive changes in one’s personal and professional life by understanding and influencing the factors that shape behavior. Readers are given practical applications for effective decision-making and change management
Boundaries by Henry Cloud and John Townsend helps you learn when to say yes and know how to say no in order to take control of your life and set healthy, biblical boundaries with your spouse, children, friends, parents, co-workers, and even yourself.
The Scars That Have Shaped Me by Vaneetha Rendall Risner is a memoir that shares the author's journey of finding hope and resilience in the face of profound suffering and loss.
A Grief Observed by C.S. Lewis is a poignant exploration of the author's personal experience with grief after the death of his wife. Lewis’ writing gives a raw and honest reflection on the emotional and spiritual aspects of loss.
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PYA Waltman Capital is a registered investment advisor and may only transact business in those state in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content on this website is developed from sources believed to be providing accurate information. The information in this material does not constitute legal, accounting, tax or other professional advice or services. The opinions expressed and material provided are for general information and should not be considered as solicitation for the purchase or sale of any security.
