Melissa joined Trilogy Financial in January 2018 to continue her passion of helping individuals accomplish their financial goals and dreams. Her focus is on providing comprehensive financial planning and investment management with exceptional service. She believes that working with the right financial planner that can help educate and advise you on all your options, will allow you to make better informed decisions and understand how each decision can affect another area of your financial picture.
Born and raised in Massachusetts, Melissa knew from an early age that she was interested in the financial industry. She attended Bryant College in Smithfield, Rhode Island and began her career in 2003 working for a local broker dealer. She had multiple roles within the company and was awarded “Rookie of the Year” in recruiting talented and experienced financial advisers. Melissa learned quickly what it took to build a successful practice and the importance of helping individuals reach their financial goals. She has networked with some of the best in the field, and learned valuable lessons that she has carried into her own practice.
Education has always been very important to Melissa and she is consistently looking to expand her knowledge base to better serve her clients. She has taken additional exams to become a Certified Financial Planner™ (CFP®), Accredited Wealth Management Advisor designee (AWMA®), and Chartered Retirement Planning Counselor designee (CRPC®).
When she is not in the office, she enjoys spending time with her husband and family. She has a love for country music and enjoys traveling, spoiling her nieces and nephew, and setting and meeting new goals for herself.