Melissa joined Oldfield Wealth Partners in January 2019 and brings 20 years of experience in the financial services industry to the practice as a Senior Wealth Planning Associate. Early in her career she became a Financial Paraplanner Qualified Professional™ (FPQP™) and in 2014 acquired the Chartered Retirement Planning Counselor™ (CRPC®) designation. Melissa works with clients in various capacities of account administration, developing client financial plans, and office management.
Melissa resides with her husband in Orrington. When away from work, she enjoys quilting and hiking mountain trails in Maine and New Hampshire.
Registered States: FL, MA, ME, TX