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Melody 220 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Jeffrey T. Boyer
Jeffrey T. Boyer
CFP®
Partner and Wealth Advisor
Eric Furey
Eric Furey
CFP®, CFA
Wealth Advisor
Paula Santin
Paula Santin
FPQP™
Client Relationship Specialist
Melissa Weisz
Melissa Weisz
CFP®, CFA
Wealth Advisor

Team member name and title

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Melody began as an assistant to the Client Relationship Specialist team and was subsequently promoted to Client Relationship Specialist with responsibility for supporting team members and handling operational issues for clients. She acts a liaison for the custodians and handles establishing new accounts for clients, account maintenance, and executing account transfers. Melody graduated cum laude from Virginia Tech with a BS in Psychology.

Melody loves anything dachshund-related and in her spare time always tries to squeeze in a CrossFit workout.

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