Melissa joined our team in November of 2020. As 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 holds her series 6 and 63 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 travelling, going to sporting events and spending time with her family. She is a huge Phoenix Suns fan!