Melissa focuses her practice on helping clients with their plan design, implementation, administration, and compliance while also serving as a resource to stay up-to-date with the constant changes in compensation and benefits law. Melissa works with each client’s specific situation to provide a unique plan, and since no two companies are exactly alike her personalized approach is welcomed in an industry full of generalized plans.
Certifications
- Certified Public Accountant (CPA), Texas
- Certified Pension Consultant (CPC)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
Education
- Graduate Advanced Studies degree, Accounting, University of Texas at Arlington
- MBA, Marketing, University of Texas at Arlington
- BA, Spanish, Midwestern State University
Professional & Community Involvement
- Texas Society of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants – Dallas Chapter (Member)
- American Society of Pension Professionals and Actuaries (Member)
Publications & Speeches
