Melissa’s love of investing combined with her desire to help and serve others led her to a career in wealth management. Melissa enjoys working with clients to help them reach their financial goals and focuses on building long term relationships with each of her clients based on integrity and trust. She is driven to exceed her client’s expectations.
Melissa graduated from Penn State University with a Bachelor of Science degree in Mathematics and a minor in Economics, she then went on to receive her MBA. She served her country as an officer in the United States Air Force. After the Air Force, Melissa started her investment career in real estate and then joined the team at Confluence Financial Partners. Melissa is an Investment Advisor Representative and holds the Series 65 as well as her insurance licenses. She is currently working toward finishing the Certified Financial Planner ™ certification.
Melissa enjoys giving back to the community by volunteering with different service organizations and children’s youth sports. She is intimately involved with the TC Open Foundation, a 503c children’s charity. She is an avid runner and fitness enthusiast, loves to travel and when not at the office, you will usually find her on the sideline of a soccer field. Melissa and her husband, Tom, are both natives of and currently live in Peters Township where they are raising their four daughters, Lexi, Addie, Mandy and Avery.