In her advisory role, Melissa works closely with individuals and families throughout their financial journey, helping them navigate decisions around investments, retirement, taxes, and other areas of their financial lives. She especially enjoys the planning process: listening to what matters most to each client, identifying opportunities, and turning complex financial concepts into clear, practical recommendations. Melissa believes the best financial advice is not simply about numbers, but about helping clients feel informed, confident, and prepared for what comes next.
With a decade of experience serving clients at Conrad Siegel, Melissa brings a well-rounded background in financial planning, investment advisory, and high-net-worth client service. Her career has given her the opportunity to work across nearly every aspect of wealth management, from investment operations and portfolio management to comprehensive financial planning and long-term client relationships. This broad perspective allows Melissa to look at the full financial picture and help clients connect the details of their finances to the goals that matter most to them.
Melissa began her career counseling law students through the financial aid process, where she first discovered her passion for helping others navigate important financial decisions. She later earned her bachelor’s degree in finance from Penn State University while working on a fixed income trading desk for a local asset management firm. Since joining Conrad Siegel in 2016, she has grown through roles in investment analysis, client relationship management, financial planning, and investment advisory. She is a Series 65 Licensed Investment Advisor Representative and is currently pursuing her CFP® designation.
Outside of work, Melissa enjoys spending time with her husband and son, particularly hiking, family movie nights, and attending monster truck shows. She also enjoys live rock and metal concerts, running, and spoiling her cats, Peaches and Reeses. Fun fact: Melissa has an identical twin sister, and two older brothers who are also identical twins.