Account Logistics & Plan Coordinator
Melissa oversees a broad range of areas at Pathways Financial Partners, but her focus is on client service as well as playing a key role in the ongoing development of the Pathways web site, managing their CRM system, and any internet related communication media. She is also responsible for creating and overseeing the WealthPath Solution plans that are tailored specifically to each Wealth Management client.
Melissa came to us from Ohio where she earned her bachelor’s degree at the private institute of Marietta College. Melissa also studied at Bond University on the Gold Coast of Australia. She is a former college athlete, and an active U of A basketball fan. She enjoys spending her free time camping, hiking, wakeboarding and snowboarding.
