Melissa has been helping clients transform their personal and professional lives since 2005. She believes that growth is a lifelong process. Her approach focuses on creating health – of mind, body, spirit, and relationships. Such health opens a world of possibilities – and Melissa delights in helping her clients Discover what’s possibleTM.
Melissa has a unique combination of skill sets. She understands the technical aspects of business and finance, as well as the psychology of individual motivation and interpersonal dynamics. She collected such diverse expertise through her previous two careers.
Melissa began her professional career at a Big 5 accounting firm. Her focus was personal and family wealth planning. During this career, Melissa observed the impact wealth can have on individual wellbeing and family relationships. She also realized that even well-intended advisors can recommend strategies that accomplish clients’ financial objectives but harm individuals or damage relationships.
Determined there must be a better way, Melissa obtained a masters degree in psychology and became a licensed professional counselor. In addition to her work “at the intersection of psychology and money,” Melissa counseled individuals and couples on a variety of matters, including depression, anxiety, addiction, codependency, and conflict.
In her third career, as a coach to individuals, families, and business teams, Melissa pulls from her business, finance, and psychology experiences to help clients achieve their professional and personal priorities. Based out of Charleston, SC, Melissa coaches clients across the US – through virtual and on-site meetings.
Having worked with hundreds of clients over the past decade, Melissa has developed an empathic yet direct style, which allows her to establish rapport with a wide range of personality types. The best way to gauge if her style is a fit for you is to schedule a phone consultation. There is no charge for this introduction, and it is the best way for her to answer questions you may have about the coaching process.
Melissa is the founder of Eredita, LLC and a member of the Kaleo Network of Family Business Advisors. Melissa was the first Dean of Collaboration for the Purposeful Planning Institute and now serves as their Dean of Individual Development.