Director of Client Services
Melissa enjoys working closely with our clients, providing proactive service, and deepening those relationships. She juggles many hats while working with our team of advisors, including managing the systems and processes that help the team to operate with efficiency.
Melissa facilitates individual service requests and manages client communications and scheduling. Providing five-star service to the clients and their families is one of her passions.
Retirement dream: I look forward to traveling and knitting my way around the world.