Melissa began her career with Mark’s team fresh out of college in 2010. As the director of planning, Melissa develops all the financial plans for the firm. Melissa is thankful for the opportunity to begin each day with a job she loves and the people she admires and appreciates.
Melissa was born and raised in Richmond, Virginia, and loves the city on the river that she calls home. She enjoys spending time outdoors, and you can find her exploring all the parks and trails the city has to offer. She also enjoys live music and anything old that has a story to tell.
Melissa is a Summa Cum Laude graduate of Longwood University. She holds a Bachelor of Science degree in Business. She holds her series 7, 63, 65, and is life and health licensed in the state of Virginia. Melissa is a notary public for the Commonwealth of Virginia.
Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.