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Melissa is a licensed Certified Public Accountant (CPA) and she helps our clients implement tax planning strategies to reduce their taxes. Melissa is also a Senior Wealth Manager and she provides comprehensive wealth planning services for our high-net-worth clients. Melissa is a member of our Investment Committee and assists our portfolio management team with investment research. Melissa earned a Bachelor’s Degree and Masters Degree in Accounting from Saint Louis University. She also earned a Masters Degree in Management & Leadership from Michigan State University. Prior to joining PFA, Melissa worked as a CPA with a Family Office that served ultra-high net worth clients. Melissa worked as a Tax Manager at Ernst & Young and she has extensive experience preparing tax returns. Melissa began her career working at UHY Advisors, where she worked with high-net-worth families and small businesses.