Melissa oversees the administration of trusts and fiduciary accounts. She ensures trust assets are managed both in accordance with legal requirements and the terms of each trust, while serving as a fiduciary in the beneficiaries’ best interests. Melissa works closely with clients, attorneys, accountants, and investment professionals.
By working to preserve wealth, minimize risk, and facilitate a smooth transfer of assets across generations, Melissa helps clients and their families focus on what matters most, and secure the peace of mind they deserve.
With over 13 years’ experience in the financial services industry, combined with specialised trust education through the Cannon Financial Institute, Melissa is a trusted and proven executive. She delivers knowledgeable guidance and dependable service, giving our clients confidence every step of the way.