Meet Our Team

Melanie graduated magna cum laude from Georgia State University (BBA, Finance) and then went on to Kennesaw State University’s Continuing Education Department where she completed the CERTIFIED FINANCIAL PLANNER™ coursework.  She has worked in the financial services industry for over 25 years and has been a CERTIFIED FINANCIAL PLANNER™ since 2006 as well as Certified Senior Advisor™.  Melanie is passionate about helping clients plan for their future in all stages of their lives, whether just starting out in their career, approaching retirement or throughout their retirement years.