Melanie joined our team as a Branch Professional in 2017. She received her bachelor’s degree from Michigan State University in Human Resources. Melanie’s responsibilities include overseeing the client service side of relationships, including account opening and maintenance and financial planning support. She works closely with Matt to host client events, and facilitate newsletters and other communications, among other marketing initiatives. Wealth management is something that Melanie personally believes in and looks forward to working with others to assist them in achieving their financial success.
In her spare time Melanie enjoys traveling, playing golf and yoga.