LPL Registered Administrative Associate
With nearly 20 years experience in the financial services industry, Melissa plays an essential role in the smooth operation of our firm.
Before joining JPE Wealth Management, Melissa worked as an Administrative Assistant and Operations Manager for Prudential Securities for six years, as well as, a Commodities Bookkeeper, Senior Service Associate, and Branch Manager’s Assistant for Merrill Lynch, 11 years. Her familiarity and understanding with office mechanics, compliance regulations and licensing, and strong administrative background in the financial industry, have helped the company to build a solid foundation for servicing their clients.
Born and raised in Kansas City, Northland, this avid baseball mom’s hobbies include cooking and sports photography. She is an active participant with her Church and loves to attend her children’s school and sporting events. Melissa and her husband, Jon, have been married since 1990, and have two children, Chandler and Ian.
Professional designations and Affiliations
Series 7, 63, 65 Registrations with LPL Financial
B.S., Bachelors of Science, Central Missouri State University, Warrensburg, Missouri