“The work done in this industry, when done right and honestly, can be life-changing for people.”
Inspired by a passion for finance and helping others, Melissa has two decades of experience in the financial services industry. She finds the greatest satisfaction in assisting advisors and clients in implementing retirement plans that help provide clients peace of mind from knowing their income needs will be met for the entirety of their retirement.
“We want to be sure you have enough guaranteed income in retirement to not only live but to have a life,” Melissa says.
Melissa’s experience lies in understanding individual client situations, including income plans, taxes and risk tolerance, and helping them comprehend how their plans work. She greatly values the trust her clients place in her and enjoys building personal relationships, often engaging in conversations about their families and life updates.
Before helping to establish Integrity Financial Group in 2013, Melissa served as vice president of operations at a financial firm and worked in finance and insurance at a Chrysler dealership. She holds life, health, annuity, property and casualty insurance licenses and has passed the Series 65 securities exam.
Melissa and her husband, Scott, are the proud parents of five grown children — Patric, Jessica, Dominic, Devon and Shelby — and grandparents to six grandchildren. In her free time, Melissa cherishes moments with her family and dog Sadie, watching her grandchildren grow, gardening and reading.