As a Service Coordinator, Melodee tackles day-to-day operational tasks for some of our growing network of financial advisors. Her keen eye and over 10 years of experience make her a valuable asset to MSTC, our advisors, and their clients.
Prior to joining the team, Melodee worked with AIG VALIC as a District Office Coordinator, then as an office manager and executive administrative assistant for an independent financial investment firm starting in 2009 until joining MSTC in 2017. She has Illinois life and health insurance licenses, as well as a FINRA Series 99 License. She is working toward a FINRA Series 7 License.
Melodee lives in Green Valley with her husband, Joseph, a retired Chief Petty Officer in the U.S. Navy. They have seven children, four grandchildren, and one feline family member. In her free time, she enjoys boating, fishing, bowling, and reading.
Contact Melodee at firstname.lastname@example.org.