Melissa has over 16 years of advisor support experience that has helped her fulfill her role in the Advisor Transition and Operations team. Melissa manages the transition process from start to finish with our advisors to ensure clients and advisors have a positive and successful transition. Melissa takes pride in building long term relationships with advisors based on mutual trust, unparalleled service and teamwork approach.Melissa resides with her husband, Andy and her 2 children, Tucker and Cora. They enjoy working on their hobby farm and spending time with their large family.Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Provided support for reviewing contracts and working with vendors to negotiate pricing for equipment for government contracts. Collaborated with finance, executive team members, and internal departments to determine upcoming needs.