A private wealth advisor spanning almost 2 decades in the financial services industry, Melissa is dedicated to providing financial wellness for her multigenerational client base including high net worth individuals, families and business owners.

Retirement is a mindset, not an age, and it is the beginning of a new chapter. Melissa’s mission is to help her clients pursue their personal definition of their best lives financially. Her goal is to be flexible with her planning strategies, educational in her approach and dependable as a loyal advisor.

Whether you are a professional, executive, business owner or retiree, Melissa will listen to your investment goals by utilizing her client-centered discovery process, uncover any gaps in your current planning and execute a strategy that matches your objectives, risk tolerance and time horizon. Working as a fiduciary to her clients, it is her legal duty to put her clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

Areas of specialization include:

• Investment Management

• Cash Flow Management

• Estate Planning

• Business Owner Planning

• Retirement Planning

• Investment Allocation

• Insurance Consulting

• Family Office Services

Melissa graduated from the University of Washington with a bachelor’s degree in arts and science. Previously, Melissa worked in a management capacity to train, develop and manage advisors to help them reach their full potential in the financial planning arena.

When Melissa is not in the office, you can find her spending time with her husband, Chris, their dog, Maggie and her family. She has a strong commitment to fitness and enjoys traveling to her favorite destinations.