Contact Melinda to schedule meetings or calls with your Advisor.
Melinda is the connection between our clients and our Advisors. She knows where the Advisors are, how they can be reached and how best to communicate with them. To be sure you have uninterrupted time with your Advisor, she will schedule meetings or calls with your Advisor. She also coordinates seminars, webinars and client events. Melinda is the “go to” person for you to contact when you need assistance and are not sure who to call.