A true financial concierge, Melissa embodies Conrad Siegel’s mission of serving others and working towards the success of our clients. Melissa is always available to her clients who value knowing that she is always on their side as they receive an unmatched level of personal service. When not serving our high-net worth individual clients, you’ll often find her using her analytical skills to craft comprehensive financial plans.
Melissa started her financial career within the education sector, counseling law students and guiding them through the financial aid process. It was there she discovered her passion for helping others with their finances. Melissa went on to attain her bachelor’s degree in Finance from Penn State University while working full-time on the fixed income trading desk for a local asset management firm. Her time spent working with institutional clients has given her an all-encompassing level of investment experience that she now brings to her clients.
A champion for constant self-improvement, Melissa is currently in pursuit of the Certified Financial Planner™ designation which will allow her to continue to develop her skills and ultimately better serve clients. When she isn’t studying or tailoring custom financial solutions, Melissa enjoys spending time with her husband. Together you might find them hiking in the great outdoors, enjoying a movie or live heavy metal concert, or even training for a half marathon. An avid animal lover, Melissa loves spoiling her two cats, Peaches and Kitty, as well as their Black Lab/German Shepherd, Ivan.