Our Team

Melissa is our new Client Relationship Manager. She has over 20 years’ experience working with families striving to grow and preserve wealth as a CERTIFIED FINANCIAL PLANNER™ practitioner.

Melissa graduated from Dowling College with a BBA in Management and Leadership. She holds several financial designations as a life-long commitment to education about finance.

Mel is also a Divorce Financial Analyst; certified to assist in the equitable separation of family assets and income using the traditional participation model.

She is a board member of the McLean Estate Planning Council.

Mel is an avid runner who lives in Arlington with her teenage son and has a daughter that attends the University of Virginia.