As a business owner herself, Melissa understands the time and energy demands owners face. She brings over fifteen years of in-depth experience in financial planning. Her expertise extends beyond traditional investment management to include financial analysis, cash flow planning, and retirement income forecasting tailored specifically for business owners and their families.
Before Capital Wealth Planners, Melissa was a highly respected Client Manager for St. Louis Trust Company servicing multi-generational high-net-worth families in all aspects of wealth planning. Her depth of experience also includes Moneta Group, where she was a client support member, prepping review materials and managing stock and bond trades. Melissa graduated magna cum laude with a BSBA in Finance from the University of Missouri – St. Louis, through the CFP® board-registered program in Financial Planning and has held her CFP® designation since 2011.
Melissa lives with her family and two dogs outside of Sacramento. She enjoys reading, yoga and desserts of all types.
