Melissa was born and raised in Washington and currently resides in Newcastle with her husband Erik, her son Jarrett, and little girl Brielle. After graduating from the business school at the University of Washington with emphasized studies in Finance, she began her career in the financial services industry when she joined Pacific Capital Resource Group, Inc. in 1998.
Melissa provides individuals and businesses with comprehensive planning for every aspect of life including: risk management, estate planning, retirement planning, college funding, investments*, professional money* management, asset allocation*, and business planning. She meets with her clients to review their current financial situation and discusses long and short-term objectives. She and her team then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, she then meets with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly. This helps create a trusted bond between Melissa and her clients so each client’s strategy remains consistent with changing goals, objectives and circumstances.
Melissa earned the Chartered Financial Consultant’s designation in 2002, and the Chartered Life Underwriter designation in 2007, from the American College of Bryn Mawr, Pennsylvania. She became a Certified Financial Planner® as well in 2002.
Melissa has earned several awards during her career with Pacific Capital. In 2000, Melissa was named career builder of the Year and in 2001, she was named Associate of the Year. She earned the Adviser of the Year Award of Excellence in 2008, 2010 and 2011, and in 2009 and 2012, she was named Adviser of the Year, Silver.
In 2002, Melissa’s success in client acquisition earned her a promotion to sales manager and Executive Vice President, where she spent 3 successful years training, developing, and recruiting new advisers into the career. She earned two Bronze International Management Awards from GAMA for management excellence during this period.
Licenses and Certificates
- University of Washington Graduate & Member of the Alumni Association
- UW Husky Band Alumni Association
- 1998-2007 Treasurer for WA associates of Nu Chapter of Alpha Xi Delta
- Student of the American College
- Washington Life, Disability, Medical & Long-Term Care Licensed
- Registered Representative & Investment Advisor Representative of Hornor, Townsend & Kent, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CA Lic. #0C59515