Melissa began her career in financial services in 2004 after finishing up a 2-year project with a non-profit in San Luis Obispo. One of her projects with the non-profit was to create and maintain a financial tracking system. There she developed a desire to help individuals and businesses with managing accounts and forecasting budgets.

 

Originally from Orange County, CA, Melissa attended Cal Poly San Luis Obispo where she played lacrosse and graduated with a Bachelor of Science in Business with a concentration in Finance.

 

Melissa enjoys spending time with her husband Alex and their five children. When she isn’t chauffeuring her kids around town she enjoys traveling, exercising, and sharing a good meal with great friends. She is involved with her church, North Coast Church, where she serves in the children’s ministry.