Melissa holds a bachelor’s degree in accounting and finance from the University of Texas at San Antonio. Through her involvement in a finance student organization, she had an opportunity to participate in microlending projects to support the Costa Rican small business owners. This experience sparked curiosity and fascination about different ways to support business owners.
After graduating with honors, Melissa began her career in public accounting and developed an interest in high-net-worth individuals, private foundations, and family office work. In addition, her experience spans a broad range of sectors including healthcare, law firms, real estate, and oil and gas.
Outside of work, Melissa enjoys traveling to new places, dancing, reading, outdoor activities and spending time with her husband, family, and friends.