Melanie began her career in the financial services industry in 2007. In her roles, she’s been able to help clients with their comprehensive financial planning, banking, lending, investment, wealth management, trust administration, family office, and philanthropic needs. Prior to Mercer Advisors, Melanie worked at JP Morgan Chase, Whittier Trust Company, and Creative Planning. As a Certified Planner™ Practitioner, she is passionate about helping clients understand their financial picture and is dedicated to helping them reach economic freedom through short-term and long-term planning. She earned her Bachelors of Science degree in Business Administration with a focus in Financial Services from San Francisco State University in 2011 and completed her certificate in Personal Financial Planning with UC Berkeley. She is also a Notary Public. Melanie spends her free time with her family, friends, and two dogs.