As a Managing Director in the Private Client Group, Melissa works with ultra-high-net-worth families on wealth strategy and execution, covering all financial aspects, from estate and tax planning to insurance strategy and cash flow forecasting, to help meet each client’s unique financial objectives.
“I feel fortunate to have spent my entire career in this industry, working alongside families who inspire and challenge me every day.”
She is energized by partnering with families and helping them navigate their personal and financial goals.
Experience
20+ years serving ultra-high-net-worth families
Partner at Lake Street Advisors (acquired by SCS via acquisition in 2025)
Education & Credentials
B.S. in Finance, Bentley University
MS in Financial Planning with a certificate in Tax
Beyond SCS
Melissa spends time with her family, dog, and she enjoys baking and gardening.
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