Meet Melanie
Melanie is focused on providing clients with an excellent experience and keeps the operations of our office running smoothly as our Director of Operations. Her support and enthusiasm are an asset to our team.
Melanie has more than 15 years of experience in the insurance and financial services industries and is a Chartered Life Underwriter (CLU). She holds a master’s degree in Business Administration and a bachelor’s degree in Criminal Justice.
A Texas native, Melanie grew up in the Dallas area. She enjoys travel, spending time with her family and visiting great restaurants.
Favorite food:
Tex-Mex
Best piece of financial advice received:
Don’t spend more than you have.
Favorite quote:
“Be yourself, everyone else is already taken” – Oscar Wilde
If you could meet anyone, past or present, it would be:
My great-grandmother
Favorite book:
“To Kill a Mockingbird”
Favorite movie:
“The Shawshank Redemption”
Favorite TV show:
“Breaking Bad”
What motivates you:
Family
Favorite holiday:
Christmas
Place you’d most like to visit:
Italy
Biggest accomplishment:
Putting myself through school
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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
