August 26, 2017
Meet SFG – Melissa Roof
In our Saturday installment of #MeetSFG, we will introduce you to our client service specialist Melissa. Prior to working at SFG, Melissa and Andrew had a long history of working together on 401(k) plans for clients. When the opportunity presented itself, she decided to settle down at SFG for the long haul.
Her day is comprised of components that make the process easier for both our clients and our financial representatives. She is responsible for tracking assets coming in, making sure trades are complete, preparing and processing all new account, transfer, distribution and assets/standing paperwork.
Melissa’s knowledge and dedication to clients have been an incredible asset to Serafini Financial Group. But enough about work, let’s learn more about her outside the office.
You’re happiest when…?
“When my family is happy and I feel like I know what I am doing.”
Funniest thing one of your children has ever said to you?
“My 8 year daughter said it was my duty to make her childhood happy because one day this was all going to be gone and she would be a woman. It all comes and goes too fast and sometimes we need to be reminded to stop and smell the roses or think like a child again.”
So we know your husband is a UPS driver. Any perks around the holidays? Do you get your packages first?
“Unfortunately, I don’t get my UPS package until he gets home and all other packages have been delivered and by then it is damaged goods.”
What is your favorite motto?
“That we all have a God given purpose”
Best piece of advice you’ve ever been given?
“Love the people God gave you because he will need them back one day.”