Melissa has been an integral part of the team for more than 5 years. She is a Registered Representative and holds Series 6, 63, 65 and insurance licenses.
I feel very blessed to be a part of such an amazing team. My favorite thing about working here is that everyone has the same goal. We want to do what is best for the client. I feel privileged to be able to come to work every day and feel like I am a small part of helping our clients reach their retirement goals.
Clients depend on her, as the go to person, when it comes to questions about account changes and updates, contributions and withdrawals, relay of additional information requested by advisors, new account paperwork, setting appointments, and general account maintenance.
Melissa’s background in various accounting positions over the past 15 years has honed her attention to details. She handles special projects related to our office processes and procedures, software, and staff training. She believes learning all aspects of a job allow a team to be efficient and accurate.
Melissa attends national conferences, seminars, industry chapter meetings, and leadership classes to stay abreast of changes and opportunities to best serve our clients.