Associate Financial Life Advisor
As an Associate Financial Life Advisor, Melissa plays a key role in supporting our clients by creating financial life plans and providing portfolio performance reporting and analysis.
Melissa earned her bachelor’s degree in Finance and Economics from Grand Valley State University. She then spent 4 1/2 years at a Raymond James firm where she supported a senior advisor and worked directly with clients on their personal financial plans. She earned her Certified Financial Planner designation in 2015.
In her spare time, Melissa enjoys staying active and traveling to new places. She loves spending time with friends, family, her husband, Kevin, and their two Boxers, Bruce and Mia.
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