Melissa Wenzel

Family Office Specialist

With over 22 years in her profession, Melissa brings a myriad of experience in a variety of client services. Melissa is well versed in risk management, philanthropy assistance, health insurance management, property management, and event coordination. In more recent years, her primary focus has been in private wealth and private client management. Her administrative background strengthens her ability to organize and manage different facets of a client’s financial portfolio. Additionally, Melissa has acted as an event coordinator for the Archie Griffin Celebrity Golf Classic, held at The Concession Golf Club, for over eight years.

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