Melissa is a Director of Membership based in Charlotte, North Carolina. Originally from Colorado, she brings a thoughtful, approachable style to helping individuals and families build confident financial futures.
Melissa graduated from Utah Valley University and began her career at Fisher Investments, where she gained valuable experience in investment strategy and retirement planning.
She is passionate about making financial planning clear, personalized, and empowering. Outside of work, Melissa enjoys spending time with her 3-year-old son and their dog, exploring Charlotte and making the most of family time.
Education: Utah Valley University, B.S.
"I've failed over and over and over again in my life. And that is why I succeed." - Michael Jordan"
Get to know Melissa
My son and I when he was 6 months old
Hiking in Southern Utah
Celebrating my son’s 3rd birthday
My dog, Lucy, celebrating the 4th of July
What are you passionate about?
I’m most passionate about my son. He’s my greatest motivation and the reason I strive to show up as my best self every single day. Becoming a mom has given me a deeper sense of purpose — it’s made me more focused, more driven, and more intentional in everything I do. I want to build a life he’s proud of and set an example of hard work, integrity, and resilience. He’s my “why” behind both my personal and professional goals, and I love every moment I get to spend with him.
What is the best piece of advice you were ever given?
The best advice I’ve ever received is that growth happens outside your comfort zone. It’s pushed me to take opportunities that felt intimidating at first, but ultimately helped me grow both personally and professionally.
Where's your favorite place in the world?
Maui
What book, movie, music, etc. changed your outlook on life?
The Untethered Soul: The Journey Beyond Yourself