Melanie is a Bay Area native and will be the friendly face to greet you at our Walnut Creek office. She brings over a decade of experience in client services, events, and marketing, with a strong focus on delivering personalized, detail-oriented support. Throughout her career she has built a reputation for exceptional service, strong communication, and relationship-building.
Outside of work, she enjoys spending time with her husband and daughter, celebrating Polynesian culture through family dance and drumming, and cheering on the 49ers and Warriors.
*Not registered with Osaic Wealth, Inc.