My Story

Melissa is an experienced wealth planner whose diverse skills position her particularly well in serving Bartlett clients experiencing major life events and transitions. She has served in various planning and leadership capacities with Kovitz Investment Group, RMB Capital Management, US Trust,  and LaSalle Bank Corporation, among others.

Whether she is hitting the slopes or sailing, Melissa can often be found outdoors when she isn’t in the office. She also enjoys spending time with her husband and three small children.

Melissa serves on the board of Tuesday’s Child, an organization that helps families address behavioral issues of children through individualized training, a cause that she cares about deeply.

Ask Melissa About 

• High net worth individuals
• Major life transitions such as divorce or death of a loved one
• Next-generation wealth education and planning