Melanie serves as a primary point of contact for Willow Street clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Melanie is pursuing her certification as a Certified Trust and Fiduciary Advisor (CTFA).
Melanie has over 16 years of experience in the financial planning and insurance industries. Prior to joining Willow Street, she spent eight years at Raymond James assisting clients in wealth management planning as a Registered Client Associate. Earlier, she worked for Northwestern Mutual in both Austin, Texas and Nashville, Tennessee. Throughout her career, Melanie has demonstrated an in-depth understanding of client relationships as she continually considers each family’s values and unique needs.
Originally from Atlanta, Melanie has called Jackson home for the past ten years with her husband and their two sons. She earned her BS in Natural Resources from Sewanee: The University of the South. In her free time, Melanie loves to exercise — especially running — and to spend time outdoors exploring Wyoming and the surrounding areas with her family.
