Melissa joined the Cornerstone Team in August of 2018. She came to us with 10 years of client service experience in the financial industry. As our Administrative Team Lead, she helps manage the day-to-day tasks of running the business. This includes helping the advisors strategically implement more efficient processes and be on the forefront to finding new capabilities we can offer to our clients. She also helps train, mentor and provide overall support to their new and existing team members.
Education: She earned a Bachelor of Arts degree in Elementary Education from Eastern Washington University in 2004.
Interests: Melissa enjoys spending time with her family and friends, especially with her four nieces. She also loves traveling, camping, and spending time working in and around her house.