Melissa

Melissa Peterson

Client Service Associate

Melissa is our Client Service Associate and joined our office team in August 2018. She assists Steve and his clients while managing daily operations behind the scenes. She is a natural problem-solver and enjoys helping clients find the answers they need.

Melissa has a B.S. in Business Administration from Taylor University and worked for a financial planning firm prior to raising her family.

She resides in Wheaton with her husband and two sons. In her free time, Melissa enjoys gardening, quilting and reading.