Client Services Administrator
Melinda McCollister is the Client Services Manager for Focused Finances, LLC.
Melinda works closely with our clients and prospective clients, handling appointment bookings, and facilitating the often complex paperwork involved with financial planning and investment management activities.
After graduating from the University of California, Davis, with a BS degree in Geology, Melinda took three years of accounting and business classes at the University of California and California State University, East Bay. She has specialized in providing bookkeeping and administrative services to small companies and community organizations. She works closely with Pat a to give integrated and comprehensive customer service to our clients. Melinda and Pat are committed to using the best technologies and systems that will help us successfully work together with our clients and provide the best possible services.