Congratulations to Client Services Associate Melissa Grochal!

Congratulations to our Client Services Associate Melissa Grochal who recently earned the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.  

Melissa undertook most of her undergraduate coursework at Emory University and is currently attending Florida Atlantic University to complete a Bachelor of Science in Mathematics and a minor in Economics. 

As Client Services Associate, Melissa helps clients with all aspects of their account and financial planning needs, and  is our point person when you need help with your Schwab accounts. We consider her our resident expert on Schwab statements and applications, tax reporting, eDelivery and Schwab online services, required minimum distributions and retirement contributions, and transfers into and out of Schwab.

When you need assistance, please feel free to call on Melissa.  You can reach her directly at 561-417-0001, or at  When you speak with Melissa, don’t forget to say “congratulations” for passing this important financial planning career milestone!

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
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