Melissa works with successful families, business owners, and C-Level executives to maximize opportunities and avoid unintended consequences. She uses her background as a CPA, PFS and CFP® to have strategic planning conversations around estate and wealth transfer, family education, and business succession/transition. With over 20 years of financial services experience, Melissa has helped 100’s of clients accomplish their goals for themselves and their families. She provides education to her clients and their heirs to allow them to make informed decisions about their financial future. As the child of a business owner, she has a unique perspective about the financial and family dynamics that are involved with long-term planning and can help families navigate a path to create financial success and harmony. Melissa considers it a privilege to do this work at Comerica where the customer comes first, and they raise the expectations of what a wealth team can be. Delivering on Comerica’s values as part of a comprehensive wealth management team, Melissa provides her clients with a holistic experience. Melissa’s clients, who run businesses and have busy lives, know she will always be pleasantly persistent to ensure they fully implement their plans. Her clients are important to her, and they can count on Melissa to regularly follow-up on what’s important to them. Melissa and her husband, Kevin, live in Raleigh North Carolina where they enjoy the greenways with their Boston Terrier Hazelnut and recumbent Trikes. Melissa is a #1 Dog Mom and avid traveler. She looks forward to their annual 2-week adventure where their cell phones rarely work. They are lucky to have most of their family close by and to enjoy weekend meals with family and friends.