Melissa is an experienced wealth planner whose diverse skills position her particularly well in serving Bartlett clients experiencing major life events and transitions. She also focuses on serving high-net-worth individuals and families, and next-generation wealth education and planning. She has served in various planning and leadership capacities with Kovitz Investment Group, RMB Capital Management, US Trust, and LaSalle Bank Corporation.

Outside of the office, 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.

History at Bartlett

• Joined Bartlett in 2019
• Over 20 years of industry experience

Education

• Indiana University, Bachelor of Arts in Spanish and Literature
• University of Michigan, Master of Business Administration in Finance

Designations

• CERTIFIED FINANCIAL PLANNER® professional
• Chartered Divorce Financial Analyst (CDFA®)

Boards and Committees

• Tuesday’s Child, Board Member