About Melissa

Each member of the team at Waldron aims to leverage their unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.

This week, we turn the Spotlight on Melissa Lamb. Melissa is the Director of Waldron’s Client Service department. At Waldron, Melissa specializes in managing the Client Service department, focuses on expanding the Client Service team in all of Waldron’s office locations, and continuously producing process improvements.

For more than 15 years, Melissa has been helping entrepreneurs, and their families simplify their financial lives. She enjoys building long-term relationships with clients as she continues to serve them.

Spotlight Questions

• Why did you join Waldron?
  • I joined Waldron because of the incredible people I met during the interview process. Workplace culture plays a vital role in job satisfaction and fulfillment, and it was clear to me that Waldron fosters an exceptional environment for their team members.
• What is the best advice you have ever received?
  • “Growth begins at the edge of your comfort zone” 
• What is something people would be surprised to learn about you?
  • Something people might be surprised to learn about me is that I speak Spanish fluently. My mother is from Nicaragua, and when I was two years old, my grandparents immigrated to the U.S. and helped raise me. Growing up, Spanish was a big part of my daily life—I listened to music and watched TV shows in Spanish, read newspapers and magazines, and even tuned into the Dodgers radio broadcast in Spanish with my Grandpa! Those experiences not only shaped my language skills but also deepened my connection to my heritage.
• What is your favorite memory since working at Waldron?
  • I have so many great memories from my time at Waldron, but one of my favorites must be our “Best Pop-Tart Flavor” competition. It all started as a casual office debate about everyone’s favorite flavor, which quickly turned into a full-blown taste test. Everyone brought in a box of their favorite or the most unique flavors they could find, and we had a blast sampling them all. While we may have ended up with a few stomachaches, the fun and laughter made it all worth it!
• What do you find most rewarding about working at Waldron?
  • The most rewarding part of working at Waldron is building relationships. I truly enjoy collaborating with my colleagues and connecting with our clients, making each day both meaningful and fulfilling.

Waldron Private Wealth (“Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information about the Firm’s registration status and business operations, please consult Waldron’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

This material is for informational purposes only and is not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. Due to various factors, including changing market conditions, aforementioned information may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. 

Disclaimer

Siri is a virtual assistant available on virtually every Apple device, including iPhone, iPad, iWatch, iPod Touch, Mac, Apple TV and HomePod.

I was a little late to the Siri game, but I have since made up for it. “Hey Siri” is a tool I now use nearly every day to simplify my life. If you haven’t used Siri much, below are some ideas which demonstrate the versatility of this feature.

First off, make sure “Hey Siri” is enabled on your settings, then synch your device with your voice by pressing the home button to open the Siri feature and saying “Hey Siri” so your phone can identify your voice. Once enabled and synched, you can simply say “Hey Siri” (from across the room, even when your iPhone is locked) and it will turn on, hands-free! From there, your virtual assistant will scour the internet for any information you need, call or text any of your contacts, or execute countless other tasks:

• “What will the weather be like tomorrow in San Diego?”
• “Set an alarm for 5:00 am tomorrow”
• “Set a timer for 15 minutes”
• “Flip a coin”
• “How many ounces are in a gallon?”
• “Text Mom, ‘How are you today?’”
• “What’s the score of the Pirates game?”
• “Where is the nearest gas station?”

The following are some examples of how I’ve used Siri in just the past two weeks. While I was cooking, I used up the last of the kosher salt seasoning my steaks, so I simply called out, “Hey Siri, add course kosher salt to my grocery list.” My hands may have been covered in marinade, but that didn’t stop me from making sure we all enjoyed buttered, and salted, corn on the cob at the cookout a few days later.

My kids were arguing over who should get the last cookie, “Hey Siri! Flip a coin.”

Or when my kids were playing outside at the neighbor’s house, but we hadn’t had dinner yet, and they really needed baths, “Hey Siri, set a timer for 5 minutes.” And, to my kids, “Thor, Cyborg, we have to head home in 5 minutes, the countdown has begun”.

We were having dinner with my dad, and during the conversation the conversion rate for US Dollars to Yen came up, “Hey Siri, convert Dollars to Yen”.

Siri is a virtual assistant who follows voice commands to operate the features of your Apple device and searches for whatever information you need. I haven’t even scratched the surface of the potential applications you can come up with, but I hope this brief overview provides some scope of the creative ways you can use “Hey Siri” to simplify your life.

Disclaimer