For over 20 years Melissa has built her career in the financial services industry by offering education and guidance. She focuses on identifying a customer’s goals and then works to create a plan to help them achieve their objective. Accountability is key, and that’s where Melissa feels her role in the financial planning process is most important.
Melissa earned her Bachelor’s degree in Business Administration from Montreat College in Asheville, NC and holds a FINRA Series 4, 7, 24, 53, 63 and 65 as well as Georgia Life/Health licenses. Her expertise includes retirement income planning, estate planning strategies and wealth preservation and transfer.
Melissa makes her home with her husband Erik and 4 children in the beautiful Appalachian Mountain town of Blairsville, GA. In her spare time, she enjoys being outdoors hiking, kayaking and camping with her family.
Email Melissa at Melissa@appwealthmgt.com
Client Relationship Manager
Kristen has been working in the financial industry for over 17 years and has been working alongside Melissa since 2015. As part of the Appalachian Wealth Management team, Kristen is usually the first point of contact, booking appointments and prepping all clients.
Kristen and her husband have lived in Blaisville since 2005 and have one child. She is an animal lover and currently has two dogs, two cats and a bearded dragon. She loves being outdoors and spends her spare time with her family, exploring nature, hiking, swimming, kayaking, and running races.
Email Kristen at firstname.lastname@example.org
Associate Financial Advisor
Raised in Blairsville, Chase understands the distinctive needs of the wonderful people in this area, as well as the challenges they face. With a background in logistics and banking, he brings a unique perspective to our office. Chase is passionate about connecting with clients and helping them in the pursuit of their goals.
Chase earned a bachelor’s degree in Consumer Economics and a master’s in business administration. He holds a FINRA Series 7 and 66 licenses, along with GA life, accident, sickness, and variable products license.
After 17 years in the Athens, GA area, Chase returned to Blairsville in 2022 to raise his family and serve his hometown. Outside of work, he is a family man first and foremost. Most of his time is spent making memories with his wife and two daughters. You may also find the Gunter family in Athens during football season cheering on the Dawgs.
Email Chase at email@example.com