What does financial success look like to you?
To me, it means having the time to travel and spend more time with family. I would also volunteer and take classes. I’ll be the 80 year old that goes back to school.
What is your favorite part about your role?
My favorite part of my role is leading and planning our team building events. Each quarter I plan a team gathering to help our camaraderie. In 2020, a lot of our events were virtual. I had hosted two team virtual cooking classes. The team loved it! These events help us build a stronger connection and friendship
What is your favorite travel destination?
In 2014, my Mom and I went on vacation to Yellowstone and Jackson Hole, WY. We rented a car and did a lot of sightseeing. We saw deer, bison, geysers, and went river rafting! It was amazing, I felt like I was in another world. One night, we stayed in "glamping" tents called Under Canvas with the most comfortable beds I’ve ever slept in.
Melissa Droege, who worked as a Lincoln customer service rep for two years, joined the Oakwood Wealth Partners team in 2018. Melissa works with our team processing business, preparing paperwork, and helping with client communications.
Melissa came to us from Murrieta and she attended Mt. San Jacinto College. Melissa and her husband Cory now live in Lake Forest with their daughters Anniston and Allison. Melissa and her family like to spend their time going to the park, hiking, traveling together, watching movies, and dancing.