Family Wealth Counselor
Licenses: Series 65
Melissa joined Horizon Financial Services, LLC in January 2010, serving as the Director of Operations and Marketing, responsible for overseeing the company’s day-to-day operations and marketing, along with serving as the Chief Compliance Officer. As the company has grown, Melissa’s role has evolved into a member of the advisory team at Horizon, working closely with John Brais and Todd Day in managing client relationships and delivering comprehensive planning. Melissa serves on the Investment Committee and continues in her role as the Chief Compliance Officer for Horizon Financial Services, LLC.
Melissa has 20+ years of experience in the financial services/banking industry and holds her Series 65 license as well as her NC Life Insurance license. Her background makes her uniquely qualified to provide advice on a broad array of financial, business and life issues. Melissa believes there is more to life than money and that success is not measured solely by your financial standing, but how happy and confident you feel about your future. She works closely with clients, providing comprehensive planning to help them achieve their financial and life goals.
Melissa was born in Winston-Salem and is a life-long resident of the Triad area. She is a member of Knollwood Baptist Church, and as a member of the WS Elks Lodge enjoys volunteering in their many different programs to support the Veterans, schools and the community.