Melissa is a partner of the firm and co-manages our clients’ investments. She brings over 15 years of industry experience and maintains the following professional credentials: Accredited Investment Fiduciary designations, FINRA Series 6, 7, 63, & 66 securities licenses through LPL Financial, and Pennsylvania Life/Health/Annuities Insurance License.
Melissa provides professional’s advice tailored to address clients’ unique needs and current state of life. Melissa implements and manages customized financial plans and investment strategies. She prides herself on getting to know each client’s situation to provide outstanding professional advice and personal attention.
Melissa resides in Mechanicsburg with her husband Bob and four wonderful children Trinity, Cia, Clayton, and Declan.