Team member name and title
Team member contact
Melissa holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations, with over ten years of experience in the financial industry. She is responsible for managing client relationships and coordinating all aspects of client service for the team. Melissa serves on the Firm’s Investment Committee.
Melissa graduated with a Bachelor of Science from Rutgers, The State University of New Jersey, with honors. She currently serves as a WIN Advocate for CFP Board’s Women’s Initiative and is a mentor in Rutgers Business School’s TeamUP program. She is also a member of the CFA Institute, Financial Planning Association, and New York Society of Securities Analysts. Melissa has two young boys and enjoys spending time with her family and pets at home in Branchburg, NJ. She also enjoys reading and practicing yoga.