Client Services Lead
Melissa has been an important part of our team since April of 2008. As the Client Services Lead, she is responsible for operations and client care. She is a Registered Assistant and is Series 7 and 66 registered.
Prior to joining our team, Melissa worked in a similar role at another financial services office for three years. She received her Bachelor's degree in Business Marketing from CSU Stanislaus in 2007.
Melissa's husband Mike and their young daughter live just outside Portland, OR. They are active in their local church, and appreciate their extended family and community of friends they have built here. Melissa enjoys employing her eye for design in various home projects and unique DIY endeavors.