Melissa coordinates all aspects of client service, from account opening, maintenance, and transactions to developing ways to enhance the client experience.
For more than 15 years, Melissa has been helping entrepreneurs and their families simplify their financial lives. She earned a Latin American Studies degree at the University of California, San Diego, and prior to joining the Waldron team, she served as an Operations Specialist at Alpern Wealth Management.
At Waldron, Melissa specializes in managing the Client Service department, focuses on expanding the Client Service team in all of Waldron’s target markets, and continuously produces process improvements. She enjoys building long-term relationships with clients as she continues to serve them.
Outside of the office, Melissa enjoys spending time with her children. She was born and raised in Los Angeles, CA but currently resides in North Fayette Township, PA with her husband, Justin, and their three children.