Phone: (484) 765-9100 Ext. 304
Melissa is an Advisor with Legacy Planning Partners providing COMPREHENSIVEFINANCIALPLANNING to individuals, families and small businesses. Along with her team of advisors and staff in the Lehigh Valley, she is committed to providing her clients with exceptional service and assistance in securing their financial future. To do this, she advises clients throughout every stage of their financial lives and helps them develop strategies to achieve their goals. Melissa provides guidance in the areas of financial planning, retirement planning, insurance solutions, investment management, estate planning, and education funding for children.
Melissa is especially gifted in assisting families as well as women small business owners and entrepreneurs of all ages and stages. She believes that regular reviews of one’s financial situation are essential in our ever changing world.
Melissa joined Legacy in January of 2012 after spending several years as an advisor with another local financial planning group in Bethlehem, PA. She is a CERTIFIEDFINANCIALPLANNERTM professional.
Melissa graduated Summa Cum Laude from Kutztown University of Pennsylvania with a Bachelor of Science degree in Finance and Marketing.
Service to the community is important to Melissa. She is a board member of the Women’s Business Council of the Lehigh Valley Chamber of Commerce, is the Chair of the Lehigh Valley Women’s Summit, is a board member of the Kutztown University Alumni Association and is an Alumni of Alpha Phi Omega, National Co-Ed Service Fraternity. Melissa is a life time Lehigh Valley Resident, currently residing in Mertztown, PA with her husband Jim. In her spare time she enjoys skiing, hiking, investing, running and traveling.
Melissa is a Registered Representative and Investment Adviser Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Legacy Planning Partners is independently owned and operated. Separate from the financial plan and an advisor’s role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. DOFU 5/2015 TN1187278