Charlotte, NC 28210
Melissa is a graduate of LeMoyne College and has 25 years of experience at Consolidated Planning. She joined the Strategis team in 2022 and is involved in client relationship management in all areas of our practice, including new and existing insurance and investment clients. Melissa holds her licenses for Life, Accident & Health along with her FINRA Series 7 registration.
Melissa and her husband Kevin have two children, Madeline and Patrick, and have lived in Charlotte since 1995 after having moved from New York. Outside of work, Melissa enjoys spending time with her family, reading, running, baking, and playing with her yorkie poo, Charlee.