Melissa moved to Charlotte to pursue her education at the University of North Carolina at Charlotte.  She graduated Magna Cum Laude with a degree in Finance in 2010.  Melissa has been in the financial services industry for over 10 years.

As an advisor, Melissa is fee conscious and believes in looking at your entire financial plan not just one area. It’s about building relationships for her with her clients. Her focus is helping people understand their financial situation and helping them make the best decisions with the resources they have available.