About Melissa (Client Services Manager)

 
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About

Melissa is the first person clients talk to. In addition to her interpersonal skills, she is a wealth of knowledge about the firm’s services. She is instrumental in document production and assists with the final signings for estate plans. Melissa also works on the funding process for client trusts.

 

Experience

She grew up in Fremont and graduated there. She worked with homebound seniors and nursing homes during her years of being a pharmacy tech.  Because her world revolves around her family, it’s not surprising that her many years of volunteering has been in her daughters’ schools and at church.

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PERSONAL

Melissa’s favorite place in Michigan is Traverse City. Among the many favorite things she enjoys doing in the area are tours of the wineries and craft breweries. Melissa loves to cook and bake plus her favorite cuisine is Italian specifically pasta and pizza.