Melyssa has been in the investment industry since 1999 as a senior client associate and branch administrator. She is the foundation of client service and support. Melyssa’s administrative responsibilities include opening new accounts, maintaining client records, monitoring incoming and transferring securities, disbursement of funds, client correspondence and much more. She is detail oriented and takes pride in providing you with the best customer service possible.
Melyssa has lived in Fresno, California, for 20 years. She and her husband, Carlos, have been married for 22 years and have four beautiful children and three dogs. When Melyssa is not at the office, she enjoys attending her children’s sporting events, spending time with her family, baking, and volunteering in the community.
