I officially joined Aspen Leaf Wealth Management, PBC in 2022. My master’s degree in counseling psychology gives me a unique perspective to help Greg & Pete understand and connect with their clients.

As an owner of the firm, I have a vested interest in our client’s success. This is why I’ve taken on several behind-the-scenes tasks to free up my husband Greg’s time. This allows him to focus on his strengths such as client casework, portfolio management, and the big-picture direction of the firm.

I’ve been married since 2008 and have two daughters, born in 2010 & 2013 as well as a husky mix puppy named Astrid.

Although my academic background is in psychology, I’m preparing for my first financial industry examination. This will allow me to do more for the firm. After two years of working side by side with my husband, I feel I’m ready for the next step.

When I’m not at work, I enjoy yoga, traveling, camping, time with friends, being a Girl Scout troop leader, live music, gardening in our backyard, crafty projects around the house, and being a big part of my kid’s lives.

Melissa Lessard