Melissa has over 10 years of experience in the financial services industry.
Raised in the DC metropolitan area, Melissa attended Virginia Tech (Go Hokies!). After graduating with a B.S. in Applied Economic Management with a focus in Financial Planning, from a CFP Board Certified program, she went on to work at various financial planning firms in DC, New York, and Seattle. She is a Certified Financial Planning certificate (CFP®) and is a member of the National Association of Personal Financial Advisors (NAPFA).
Melissa lives in Seattle with her husband and golden retriever. She is an avid traveler, loves DIY home projects, discovering new music, and cooking with intentionality.