Melanie specializes in tax compliance, consulting, and planning for high net worth individuals, trusts, and estates. She acts as a trusted advisor to her clients, assisting them on small business issues, income tax planning, and estate and gift tax planning.
Melanie specializes in estate and trust planning, and likes to build the trust and relationships with clients necessary to do that sort of delicate work. She looks beyond the forms and figures to see the people, and likes to be a resource that puts clients at ease during difficult periods.
Melanie worked as a mechanic at Boeing through school, and began her career with Sweeney Conrad shortly after graduating.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Science in Accounting, Central Washington University
Masters in Taxation from Golden Gate University
Professional Certifications
Certified Public Accountant
Estate Planning Certification from Golden Gate University
Community Activities
Overlake Foundation Planned Giving Advisory Council Board Member
When she’s not working, Melanie spends most of her time with her family. She goes on walks when she can, and enjoys reading a little bit of everything. Her family likes to play sports together, and is particularly fond of basketball and soccer. Melanie also loves travel, and hopes to visit the Vatican in Rome for a family vacation.
