Melissa was originally a part of the Grey Street Capital team that recently joined Caprock. Prior to joining Grey Street Capital, Melissa ran her own business for fifteen years called Longevity Partners, affiliating through Northwestern Mutual. Melissa and her team worked across the US, with a high concentration of clients being in Arizona. She worked almost exclusively with successful business owners and executives and HNW Families who were focused on accumulating and passing wealth generationally and with a key emphasis on risk management, tax efficiency, and stewardship.
About
Joined Caprock
2024
Location
Scottsdale
Education
University of California, Santa Barbara
Interests
Spending time with my kids, trying new restaurants, traveling to the ocean or mountains
Boards or Association Memberships
Not My Kid – Board Member