As a Financial Advisor, Melissa is dedicated to helping individuals identify their financial goals and take the steps necessary to achieve them. She values building lasting, trusting relationships with her clients and believes in making financial concepts clear and approachable.
Melissa is happy to discuss a wide range of financial needs, including:
- Retirement Planning
- Investment Management
- Financial Planning for Government Employees
- Life Insurance Strategies
As a former government employee, Melissa specializes in helping current and retired government employees build comprehensive financial plans and navigate complex retirement systems, both state and federal.
Melissa holds her FINRA Series 7 and 66 registrations, as well as her Life and Health licenses in Connecticut. Melissa earned her Master of Business Administration degree from Quinnipiac University.
Melissa lives in North Haven, Connecticut, with her husband and two young children. In her free time, she enjoys being outdoors, reading, and volunteering at the local elementary school.