As the Director of Operations, Melissa supports the development and management of MWJ Wealth Strategies, LLC. Ever focused on the team approach, Melissa continually looks for ways to align details with people for a positive client experience. Her role includes assisting with compliance, client relations by assisting with account openings, fund transfers and other client account servicing needs. In addition, she provides support to the team's advisors by handling key administrative and servicing functions. She is your connection in our office if you are not able to reach Michael.
Since joining the team in 2006 Melissa has earned Securities Registrations Series 6 and 63 which are held through LPL Financial; CA Insurance License; and a commission as a California Notary Public. She spearheaded the project to become a paperless office and now is a point-of-contact for other offices wishing to do the same.
Melissa is married with two children and has two grandchildren. She loves staying active and enjoys traveling, golfing and spending as much time as she can with her family. She proudly served in the United States Air Force and currently is active in various Veteran charities.