Melissa Patterson, CRPC®

Outsourcing

Team Member

mpatterson@keymanagementgrp.com

Ph: 248.825.8046

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Melissa assists in the day to day operations of the Case Management department. Her responsibilities include preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Melissa has acquired her Bachelor’s Degree from Oakland University. She has worked in finance primarily in the banking industry for several years. In her spare time, Melissa enjoys being outdoors biking or walking, exploring new places, camping, and spending time with family and friends.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.


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