Associate Financial Advisor
Melissa serves as an Associate Financial Advisor for our Sun City West location, maintaining ongoing client communication, managing meeting preparation, creating financial plans, and providing administrative support. Melissa has a background in financial services marketing, non-profit consulting and broadcast journalism. Her diverse background and experience working with clients make her a wonderful addition to the BFG team.
Melissa earned a dual degree in Journalism and Spanish from Louisiana Tech University with a minor in business, focusing on accounting. Melissa is also a certified grant writer through San Diego State University (SDSU). When she’s not in the office, Melissa loves to travel, hike, camp and explore with her partner and two young boys. She also serves as a board member for the Mira Costa College Foundation in San Diego, CA.