Client Service Associate

Melissa joined Professional Planning Group in 2005. She works on our Client Service team supporting our financial advisors. Driven by dedication, Melissa takes pride in providing the best quality service possible. As a Client Service Associate, her goals include promptness and efficiency. She also serves our clients as a Notary Public.


Melissa earned an Associates in Business from Community College Rhode Island in 2005.


Active in the Chariho the community, Melissa serves as a parent teacher organization board member for students and teachers at Richmond Elementary School.


Melissa lives in Carolina, RI with her daughters, Haley and Hannah and their cat, Macy.


In her free time, she enjoys being on the water, community events and spending time with family and friends.