Melissa is a Lead Advisor at Master’s. With over 30 years in the banking industry, Melissa has guided clients through major life transitions — such as retirement, career changes, college funding, and legacy planning. She holds the Certified Financial Planner® designation, signaling her dedication to ethical, holistic advice.

Hobbies/Interests: Melissa enjoys travel, reading, and volunteer work.

Inspirational Quote: “You are never too old to set another goal or to dream a new dream.”

– C. S. Lewis