Melissa has been in the financial services industry for more than 20 years. After a few years of both lending and investing, she discovered that her passion was in the investment industry and helping clients achieve their financial goals. Continuing to grow personally and professionally is important to Melissa which led her to obtaining her Personal Financial Planner designation to provide the best advice possible for her clients.
Melissa has been in the financial services industry for more than 20 years. After a few years of both lending and investing, she discovered that her passion was in the investment industry and helping clients achieve their financial goals. Continuing to grow personally and professionally is important to Melissa which led her to obtaining her Personal Financial Planner designation to provide the best advice possible for her clients.