Director of Operations
For more than 20 years, Melissa has been working in the financial planning industry. She has numerous responsibilities with Riverpoint Wealth Management, but none are more important than her dedication to working directly with clients to provide timely assistance and resolution of client service needs and requests. In addition, she is responsible for overseeing all of the back office operations and managing the daily workflow at Riverpoint. It is Melissa’s goal to provide a maintenance free experience while delivering high-quality personalized service to clients.
Melissa currently holds the FINRA Series 6 and 63 registrations held through LPL Financial as well as numerous state insurance licenses.
Melissa resides in Lockport with her husband Ed and their three children Arianna (19), Noah (13), and Charlotte (7).