Melissa joined Bridge Financial Group in 2015 and serves as Client Service Manager. She worked in the securities industry for thirteen years prior to joining Bridge.
Melissa provides all clients with Annual Life Insurance Policy Reviews and handles all policy service matters including split-dollar administration, ownership changes, beneficiary changes, broker changes, and various reports.
Melissa graduated from California State University, San Bernardino, with a Bachelor’s Degree in Liberal Studies. Melissa and her husband have two children and she is passionate about serving in her church.
Client Service Manager