Melissa has spent 20 years in the financial services industry. Melissa is a CERTIFIED FINANCIAL PLANNER® professional and specializes in customized investment plans and strategies for both individual and corporate clients. She was recognized as a Forbes Top Women Wealth Advisor* in 2021, 2022, 2023, and 2024, Forbes Best-In-State Wealth Advisor* in 2022 and 2023, and Working Mother’s Top Wealth Advisors Moms* in 2021.

Melissa graduated from UNC-Greensboro and then completed her MBA at Pfeiffer University. She lives in Advance with her husband and son, and serves as an advisor to the Board of Directors for Hands of Hope Medical Clinic, which she co-founded. In her spare time, Melissa enjoys travel, spending time with family and friends, and cheering on her son.


*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

Rachel has been in the financial services industry for 11 years, during which she earned her Accredited Asset Management Specialist designation. In her role as a financial consultant, she provides service to the advisor team in the areas of research, analysis, marketing, and complex client needs.

Rachel received her Bachelor degree from the University of Richmond and her Masters from Emory University. She lives in Archdale with her husband and their four children, where she is very active in church, school, and sports activities.

CA Insurance license number 0I71877; Resident State NC

Karyn has over 23 years of experience in the financial industry, which she applies on a daily basis in assisting our clients and team. This experience has made her adept at dealing with unanticipated issues and our clients know that if Karyn doesn’t have an immediate answer to their question, she will find the solution!

Karyn graduated from Appalachian State University with a BSBA with minors in Economics and Finance. Karyn lives in High Point and loves to read and travel with her daughter, who is completing her Masters at The Ohio State University.

Sandrine has been working in the financial services industry since 2015. She started with Wells Fargo Bank as a teller and a banker, taking care of clients at the Clemmons Branch. She joined Wells Fargo Advisors and the Chase Combs Private Wealth Management Group of Wells Fargo Advisors in 2018. Sandrine provides exceptional client service and is responsible for the daily operations of the team including account maintenance, asset transfers, and compliance tasks.

She is originally from France and holds a Bachelor of Laws from Univeria University in Grenoble, France. She lives with her husband and two children in Davie County, where she is an avid equestrian.

CA Insurance license number 0M98892; Resident State NC

Brandon graduated from UNC Chapel Hill and then earned his Masters in Education through Union University. He was previously in education, primarily teaching 8th Grade US History and coaching soccer and basketball in Memphis, TN. He is a Winston-Salem native who is thrilled to be back in the community where he grew up. He and his wife enjoy traveling, trying new restaurants, attending sporting events, and are excited to get involved in the Winston-Salem community.