Melanie is our firm's Paraplanner and she helps perform different types of research for the advisors and completes client service requests.
Melanie currently resides in Toledo, OH and holds a bachelor's degree from the University of Toledo in Healthcare Administration with a minor in General Business. She is an active volunteer with the Lucas County Special Olympics. Melanie also has the honor to be the Cheerleading Coach for Team Ohio who is headed to compete in the USA Special Olympics held in Orlando, Florida in June 2022.