As a Administrative and Marketing Assistant, Melissa's responsibilities include assisting with the direction of the Marketing Department with presenting information about the firm to existing, new and potential clients. She works as support staff to the Portfolio Managers, with client communications, client presentations and client scheduling.

Melissa joined the firm in January 2008 as the Receptionist in our Tax and Business Services Office. In May 2010, Melissa accepted the position of Marketing Assistant and in 2014 became the Administrative and Marketing Assistant. She has many years of administrative experience. Melissa is a Financial Paraplanner Qualified Professional™ designee.