Melissa knew she wanted to be a financial planner before she even knew the term. Growing up, she educated her cousins on the benefits of compound interest using graphs she made herself. She began her career as a business consultant to Fortune 500 companies, where she became astute in compliance, financial reporting, data management, and risk mitigation. Then, she followed her passion for finance and is currently a CFP®.
Always eager to build her knowledge and do more for clients, Melissa joined Main Street Financial Solutions in 2016. Excelling in plan preparation and portfolio review, she relishes a challenge and is comfortable whipping up everything from procedures to quarterly reports from scratch.