As a Wealth Management Coordinator, Melissa assists the office by providing administrative and logistical support with client communications, financial planning tasks, marketing and ensuring compliance with firm policies. Melissa has been part of the team and LPL for 10+ years and continues to strive to make the office more innovative and streamlined through the use of ever-changing technology.
She loves spending time with her family including her two young boys. She also enjoys being outside, gardening, and painting.