Client Relationship Specialist

Melissa's Bio

Since joining Strategic Wealth Designers in 2022, Melissa has enjoyed getting to know clients on a personal level. She has earned a reputation among clients for getting things done the right way in a timely manner.

Before entering the financial industry, Melissa worked in the pharmaceutical field for many years. She has always felt a calling to help people, and knowing that retirement is such an important part of people’s lives, she knew she wanted to be a part of a team like SWD. Melissa holds life and health insurance licenses and earned a Bachelor of Science from Western Kentucky University.

Melissa and her husband, Jim, live in Westfield, Indiana. They have two daughters, Molly and Riley, and two dogs, Cowboy and Bae. When she’s not in the office, Melissa’s favorite thing to do is spend time with her family. She also enjoys exercise, particularly Pilates, and always looks forward to trying new restaurants with her friends and husband.