Melissa joined the firm in 2006 and maintains the following professional credentials: FINRA Series 6, 7, & 63 securities licenses held with LPL Financial, and Pennsylvania Life/Health/Annuity Insurance License.
Melissa works closely with our team to implement and manage customized financial planning and investment strategies. Melissa prides herself on getting to know each client's situation personally in order to provide outstanding professional and personal attention.
Current role
Insurance & Financial Consultant at 5G Benefits
Senior Financial Consultant at WealthWave
Senior Financial Consultant at Aridis Pharmaceutical
SAP Financial Consultant at Beyond Technologies
Financial Consultant (part-time) at Richland Parish Hospital
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