Simplified Financial Advice.
Our Client Services Associate and Associate Wealth Advisor, Melissa, is often the first-line person who clients call for help with their account maintenance and financial plan updates. She makes it her top priority to ensure clients have everything they need. Her goal is to be a dependable resource, keeping clients informed and educated on their financial journey.
Melissa joined the team in 2021, transitioning from a career in education and local government. In her first two years with the company, Melissa passed her Series 7 and Series 66 securities licenses so that she could better serve our clients. She loves our team’s focus on partnering with clients to help them define and pursue their goals.
She has a deep interest in education and international affairs and spent the first half of her career teaching English to international students, both in the US and abroad. She loves reading, traveling, and spending time with her family. She and her husband Shawn live in Alpharetta and have two college-age daughters. Go Dawgs and Go Cougs!