Meet the Team

Melissa Adams, CRPC^®, FPQP^®

Senior Wealth Planning Associate
[email protected]

With over 25 years of industry experience, Melissa plays an important role in helping to ensure every client receives thoughtful, personalized service. She has worked alongside Nate since their time together at UBS, and she proudly joined him when he founded Oldfield Wealth Partners in 2019.

Her dedication is reflected in the professional designations she has earned, including the Financial Paraplanner Qualified Professional℠ (FPQP®) and Chartered Retirement Planning Counselor℠ (CRPC®). These credentials highlight Melissa’s strong expertise in financial and retirement planning, and they help her guide clients with confidence every step of the way through their financial journeys.

When she’s not at work, Melissa loves spending time with her husband, Scott, and going on new adventures together. She also enjoys cheering on her grandson at his sporting events, hiking the trails, and unwinding with a quilting project or two.