Melissa has nearly two decades of experience in the financial services industry, including over 13 years specializing in comprehensive and complex financial planning. She works closely with high-net-worth individuals, families, and business owners/entrepreneurs to deliver customized strategies focused on tax efficiency, retirement planning, investment management and estate preservation, building clarity and confidence in their financial futures. She is recognized for her ability to simplify complex financial concepts, build long-term client relationships, and deliver thoughtful, goal-oriented advice. 

A proud mom of four boys and Mimi to two granddaughters, Melissa is deeply rooted in the communities she works in, actively volunteering and co-chairing initiatives such as Women United and founder of Christmas of Hope for DASO that provides gifts and essentials to moms and their children that are in shelter over the holidays. Driven, experienced and community-focused, Melissa brings both strategic insight and a personal touch to every client relationship.