Melissa Patterson, CRPC®


Team Member

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.