A founding member of Quorum Private Wealth, Melissa brings more than 15 years of experience to the team. As a CERTIFIED FINANCIAL PLANNER™, Melissa acts as a fiduciary to our clients, emphasizing the importance of financial organization. She focuses on understanding clients’ priorities and creates strategies customized to their individual needs. By centering on risk management, Melissa works with clients on investment strategy, estate and tax planning, retirement income and education savings. She excels at serving as a financial sounding board for clients to discuss life’s milestones and surprises.