Melissa’s ambition is to be a successful business woman. Melissa joined our team in 2012 as a Case Manager. Melissa possesses extensive experience in detail and follow through on projects, systems auditing, goal setting and tracking, and team building. Her experience has helped her seamlessly integrate into the financial planning industry and add value to her role within our firm.
Melissa’s strengths include superior task tracking, project management, and excellent communication skills. Melissa is also a strong leader who is dependable, loyal and trustworthy. Melissa‘s desire is to use her talents and experience to aid in the development and implementation of financial plans that will enable business owners and executives to achieve their goals through sound business and tax strategies.
Melissa attended The American College to complete her Registered Para-Planner Designation.
Melissa has been a Notary Public for 8 years and a certified finger print roller for 5 years. Melissa is projected to complete her Registered Para Planner designation through the American College in 2012.
Along with working for Lindsey Financial, Inc. Melissa enjoys spending time with her family and friends. In her free time Melissa enjoys vacationing, shopping, reading, and exercising.
1980 Orange Tree Lane
Redlands, CA 92374
TEL: (909) 335-6810
FAX: (909) 335-6811