Melissa Koester

Branch Manager

Melissa joined the Team at Pellegrini Financial in 2011. Her primary responsibility is to process the administrative and trading paperwork for our clients, while ensuring the efficiency and accuracy of all files. She is also involved in preparing ongoing planning reviews. Melissa’s years of experience in client relations helps to ensure questions and requests are dealt with in a timely manner.

Her professional approach to organizing and tackling tasks serves her well in assisting Perry and Ryan with the investment fund administration and retirement planning for our clients. Melissa’s objective is to ensure a sense of trust and comfort on an ongoing basis.