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New Client Onboarding

The Tools And Resources To Set You Up For Success

You will find that this page serves as a hub for all the tools and resources that your New Client onboarding specialist will be referring to during the first 90 days of becoming a client. With the utilization of these tools and resources, you will be set up for success as a new client.

Your New Client Onboarding SpecialistS

Melissa Steele

Assistant Vice President | Senior Client Specialist

270.467.9664

MSteele@RWBaird.com

Melissa began her career in the financial services industry in 1989 at Hilliard Lyons, where she developed a strong foundation in client service and operations. She has been a valued member of what is now known as The Perry Group since 1994, when she joined financial advisor Mike Jennings (now retired), and later, Shawn Perry, in 1999.

With over 35 years of experience, Melissa brings a wealth of practical knowledge and insight to her role as Senior Client Specialist. Her career has been shaped by hands-on learning, adaptability, and a genuine commitment to serving clients with care and professionalism.

Melissa is known for her personalized approach, efficiently addressing client inquiries and building lasting relationships through trust and reliability. Her dedication and expertise make her an essential part of our team.

Outside of work, Melissa enjoys spending time with her daughter.

Maddy Jones

Client Assistant

270-467-9664

mgjones@rwbaird.com

Maddy joined The Perry Group full-time in 2025 after beginning her career with the team as an intern. In her role as Client Assistant, Maddy is passionate about building strong relationships and creating a welcoming, supportive experience for every client. She serves as a dedicated financial advocate, ensuring clients feel heard, understood, and cared for in their financial journey.

She holds a bachelor’s degree in personal financial planning from Western Kentucky University. During her time at WKU, she cultivated a deep understanding of financial strategies, client relationship management, and ethical planning practices. Her academic background, combined with her hands-on experience, equips her to approach each day with care and attention to detail. Maddy enjoys being part of a collaborative team and contributing wherever she can to help things run smoothly. She is always looking for ways to support both clients and colleagues in a thoughtful way.

Outside of the office, Maddy enjoys spending time with her family and friends, reading, going on walks, playing pickleball, and exploring new places through travel.

Mitchell Harralson

Associate Financial Advisor

270-467-9664

mharralson@rwbaird.com

Mitchell is an Associate Financial Advisor at The Perry Group, passionate about helping individuals and families gain confidence and clarity in their financial futures. He joined the industry in 2023 and is driven by a genuine desire to serve others, build meaningful relationships, and create lasting impact in the lives of his clients.

Mitchell grew up in Princeton, Kentucky before moving to Bowling Green shortly after graduation. Before earning his Bachelor’s Degree in Finance from Murray State University in 2022, Mitchell played football at Western Kentucky University - an experience that strengthened his work ethic, discipline, and commitment to teamwork, qualities he applies daily in his financial advising career.

Faith and family are at the center of Mitchell’s life. Outside the office, he treasures time with his fiancée, Annee, and family. He enjoys cheering on the Kentucky Wildcats, spending time outdoors, and trying something new on the grill. Mitchell is an active Board Member of the Kiwanis Club of Bowling Green, where he donates his time and resources to help better the lives of children in the region. These passions keep him grounded and reflect the enthusiasm and care he brings to his clients and community.