Melissa has spent over 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 Advisors Best-In-State* in 2022, 2023, 2024, and 2025, Forbes Best-In-State Wealth Advisor* in 2022, 2023, and Working Mother’s Top Wealth Advisors Moms* in 2021.

Melissa graduated from UNC-Greensboro and 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.

2025 Forbes Top Women Wealth Advisors Best-in-State; Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State; Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State; Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 – 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State; Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 – 9/30/21. The Forbes Top Women Wealth Advisors Best-in-State 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.


CA Insurance License Number: 0I58897. Resident State North Carolina

Robert has worked in the financial industry and has held securities registrations and insurance licenses for over 30 years.  He has developed a strong understanding and expertise in investments and retirement planning.  He strives to provide the tailored guidance and advice you need to make smart decisions.  He prides himself on being very accessible to his clients and sharing his knowledge.

Robert graduated from Lenoir-Rhyne University with a degree in Business Administration.  He is married and enjoys visiting his 5 daughters, 3 sons-in-law and a grandson.  He has served as Church President and Treasurer as well as PTA President for his girls’ school.

CA Insurance License Number: 4430362; Resident State: NC

Rachel has been in the financial services industry for 12 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 24 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

Megan is a newcomer to the financial services industry, having spent the first seven years of her career in the federal government. Megan’s career began in the House of Representatives before she transitioned to the Department of Justice where she worked in paralegal, communications, and administrative roles.

Megan has an undergraduate degree from the University of South Carolina, and Masters’ degrees from Tel Aviv University and Penn State University. Her interests include reading, traveling, spending time with her husband and her dog, making stained glass, and anything outdoors.