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Melissa Apanel
Financial Associate

About Melissa Apanel

For me, financial planning is about more than just money. It’s about relationships with clients like you that I can help for years to come. I understand that life is about the things that bring you joy and doing more with what you have. No matter what your financial goals are, I will build a financial plan around the things that you care about. I enjoy learning about the needs of the families and individual clients I work with. I know that my time with a client is far more impactful if I understand what my clients’ lives are like.