- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
- FINRA Series 7 and 24 Registrations
- Bachelors of Science in Business Administration & Finance with a concentration in Financial Services
"There's a story behind every account."
Ask Melissa what she likes most about her work at Capital Advisors, and her clients rise to the top of the list. She enjoys getting to know her clients personally – where they came from and where they want to go – so she can make knowledgeable financial, investment and estate planning recommendations. In addition to her client-facing responsibilities, including billing, she's also the lead on compliance-related issues, assuring the firm is ahead of changing SEC regulations, policies and procedures.
"Don't check it every day."
With more than 15 years of experience in the financial services industry, Melissa knows that it's hard not to worry when the market has a bad day. As the wife of a police officer, she also knows that patience and optimism are critical survival tools. She's a pro at staying calm through any storm and helping her clients do the same – planning wisely for the long-term, so there's more confidence through any change.
"Burn off some energy."
Melissa is an outdoor enthusiast and shares this love with her friends and family, especially her three kids. Whether at the park or playground, Melissa gets reenergized by her time outside. She also lends a hand whenever it's needed within her husband's police department – organizing and supporting fundraisers, including Cookies for a Cop.