Client Advisory

Biography

Melissa is a Senior Principal in the North Bay office and has accumulated over 15 years of experience working with high-net-worth individuals and families. She works closely with clients on all aspects of the financial planning process including retirement planning, insurance planning, tax planning, estate planning and investment management. Melissa believes strongly in financial literacy and financial education. She strives to help organize and simplify clients’ financial lives and empower clients to make smart financial decisions so they can achieve their financial goals.

Prior to joining Cerity Partners, Melissa served as a Financial Advisor at Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focused on women and their families.

Education

  • B.S. in Apparel, Housing and Resource Management with a concentration in Family Financial Management, a CFP® Board-Registered Program, from Virginia Tech University
  • Minor in Business from Virginia Tech University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Member of the Financial Planning Association
  • Teacher of financial literacy classes to help increase awareness of the importance of financial education
  • Volunteer for Junior Achievement, an organization dedicated to preparing students to succeed in the global economy

Connect with Melissa

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.