Merissa works closely with successful individuals, business owners and multi-generational families who seek a source of trusted guidance in making the most of their complex financial scenarios. She serves as an advocate to help add value across their financial picture and simplify the many elements of personal wealth management. 

Merissa is known for establishing open lines of communication, so her clients feel heard and confident that their best interests are first and foremost. With over 10 years in wealth management, she enjoys learning about her clients' most meaningful goals so she can help put them on the right track to accomplish these aspirations. Merissa's goal is to alleviate the stress of financial decision-making, and she acts as a sounding board to discuss recommendations for trust and estate planning, investing, tax efficiency and more. In her free time, Merissa enjoys being in nature, traveling, trying new restaurants, and staying active. She and her fiancé, Derek, spend time on Okauchee Lake in the summer.