Senior Client Service Representative
Melissa joined our team in November 2020. As a Senior Client Services Representative, she will work on the daily operations of ensuring our clients’ accounts and paperwork are all in order. She comes back to the industry after starting her career in investments. Melissa also has her securities registrations. When she is not in the office you will find her with her husband and 2 sons. In her spare time, Melissa enjoys traveling, going to sporting events, and spending time with her family.