Melissa is an Advisor with Legacy Planning Partners providing comprehensive financial planning and financial services to business owners and individuals. Alongside the team of advisors and staff in the Lehigh Valley, she is committed to providing her clients with professional service and assistance in securing their financial future. Melissa provides guidance in the areas of business family succes
sion planning, financial strategies, retirement solutions, insurance solutions, investment management, estate planning, and education funding for children. Melissa’s passion is helping business owners develop a successful exit plan and build value in the business and personal life. A successful exit plan is an ongoing process that focuses on maximizing business value, creating personal financial certainty, and continuing to develop the next chapter of your life. She is prepared to lead them through each step of the process with the help of her advisory team. 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 CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Financial Consultant (ChFC®) and a Certified Exit Planning Advisor (CEPA®). She graduated Summa Cum Laude from Kutztown University of Pennsylvania with a Bachelor of Science degree in Finance and Marketing. She serves as the Secretary on Church Council and on the Finance Committee for Trinity Lutheran Evangelical Church in Topton, PA. She is a board member for Kutztown University’s CFP Advisory Board. Also, she is an active participant with the Women’s Business Counsel and is an Alumni of Alpha Phi Omega, National Co-Ed Service Fraternity. Melissa is a lifetime Lehigh Valley Resident, currently residing in Mertztown, PA with her husband Jim and sons, Jimmy and Charlie. In her spare time, she enjoys long distance running, skiing, hiking and spending time with family.
