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.
Outside of the office, Melissa enjoys spending time with her husband and son (full-blown toddler now!). Together they enjoy hiking in the great outdoors, family movie nights and going to monster truck shows. When not in “mom-mode,” you might find Melissa going to live rock/metal concerts or even training for a half marathon. An avid animal lover, Melissa loves spoiling her cat, Peaches, and is vegan for the animals. Fun fact about Melissa, she has an identical twin sister, and two older brothers that are also identical twins.