Melissa Motz, President and Wealth Advisor
Melissa has over 25 years experience in investment management, financial planning and tax planning. She attended Abington, PA public schools. Upon graduation Melissa began work as a computer operator for what was then Sperry Univac. While working full time she attended Montgomery County Community College full time, transferring to Temple University full time and graduated Summa Cum Laude in 1981 with a BBA in Accounting. Upon graduation she began working for Touche Ross and Co., one of the then "Big Eight" public accounting firms. During this time Melissa passed the CPA exam upon her first attempt. In 1983 Melissa, now a CPA, was awarded a teaching assistantship at Drexel University where she taught and obtained her Master's in Taxation with a full scholarship completing a 2 year program in 1 year. Upon graduation Melissa had many options, so as a high achiever with an entrepreneurial spirit she decided to start her own practice in 1983. She was also an adjunct professor at Cabrini College, Ursinus College and Penn State, Fogelsville Campus during the first few years of her practice. Melissa's common sense advice prompted many of her clients to encourage her to formally offer financial planning services, which she did in 1995. In 2002 she passed the rigorous certified financial planning exam and became a CERTIFIED FINANCIAL PLANNERTM Professional.
Melissa built Motz Wealth Management through a meticulous work ethic, compassion for her clients, and with a passion for the knowledge it takes to develop vision and insight. Melissa is able to understand very complex financial, tax, and economic issues and convey them to her clients in a way they understand. This leads to an environment where her clients feel confident and also feel comfortable asking her any question. Her clients take great comfort in Melissa's expertise, 25+ years of experience, commitment to meeting client needs in a timely and caring way; attention to detail and friendly personal approach. She experiences real joy from helping clients by sharing her wisdom and expertise to help them pursue prosperity for themselves and their families. She has total respect for every client and makes each one feel special and valuable.
Melissa is married and has two grown children, Alissa and Danny. Melissa enjoys reading, downhill skiing, golf, yoga, running, bicycling, gardening and The Work® of Byron Katie.
Melissa has been actively involved in her church, mainly in the youth programs, and has served as a volunteer in her children's schools, Girl Scouts, and the local fire company. She has sponsored several local youth sports teams. Melissa also sponsors a scholarship for Montgomery County Community College.
Credentials & Affiliations
- CERTIFIED FINANCIAL PLANNERTM professional
- Certified Public Accountant
- Master’s in Taxation, Drexel University
- Summa Cum Laude BBA, Temple University
- Financial Planning Association
- Peak Advisors Alliance
- Board of Trustees for the Greater Philadelphia Center for Spiritual Living
- Board of Trustees for the Grand View Health Foundation
- Board Member for Montgomery County Community College
- Past Board Member for the Philadelphia FPA
- 2012 Philadelphia Magazine Five Star Wealth Manager*
- 2011 Philadelphia Magazine Five Star Wealth Manager*
- 2010 Philadelphia Magazine Five Star Wealth Manager*
- MFS Inner Circle Member since 1997
- President's Scholar, Temple University
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*Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
Danielle Schloth, Financial Planning Assistant and Registered Representative
Danielle manages the office, the Motz Wealth Management team and Melissa's administrative details. She is responsible for overseeing investment services, providing assistance and facilitating communications between clients and Melissa with regard to requests and service. She is also responsible for setting up accounts, processing client paperwork and making trades on Melissa's behalf. Danielle joined Motz Wealth Management in April 2013 and is a Registered Representative, having passed her licensing exams in 2005.
Danielle graduated Summa Cum Laude in 2004 from West Chester University with a Bachelor's Degree in Management and a minor in Finance. She has over 10 years of experience in the financial industry. Prior to joining the Motz Wealth Management team, Danielle spent 8.5 years with a boutique broker/dealer that specialized in the trading of closed-end bond funds on the NYSE. She was a lead trader and independently managed a portfolio of $3.5 million. Prior to that, Danielle worked as a supervisor in retail banking and various other retail and customer service environments.
Danielle and her husband, James, live in Royersford, PA, along with their two dogs – Barkley, a lab/boxer mix, and Sophie, a puggle. In her free time, Danielle loves taking Barkley and Sophie on long walks or to play at the dog park.
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Jennifer Botzler, Director of First Impressions and Love Affair Marketing Associate
Jennifer is the Director of First Impressions and the Love Affair Marketing Associate. She has been with Motz Wealth Management since January 2010 and is responsible for client event coordination, scheduling, client appointment preparation, compliance and marketing special programs. She also processes client service requests, fields client questions and concerns, and completes final processing of client tax returns.
Prior to joining the Motz Wealth Management team, Jennifer spent three years as an Event Planner for a country club in Norfolk, VA, and three years as a Marketing Associate for a large food services company in Philadelphia, PA. In 2004, she received her Bachelor’s Degree in Communication and Psychology from Old Dominion University in Norfolk.
Jennifer and her husband, Matt, live in Trappe, PA, with their two children, Samantha and Ryan. Her hobbies include cooking and reading.
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Pamela Keim, Director of First Impressions and Love Affair Marketing Associate
Pam is the Director of First Impressions and the Love Affair Marketing Associate. She has been with Motz Wealth Management since November 2010 and is responsible for client event assistance, scheduling, client appointment preparation, compliance and marketing special programs. She also processes client requests, fields client questions and concerns, and completes final processing of client tax returns.
Pam has more than 15 years of experience in customer service and support for a financial software company. She received her Bachelor of Science degree in Business Management from Bloomsburg University.
Pam and her husband, Bill, live in Limerick, PA, with their two teenage children, Tyler and Matthew. In her free time, she enjoys gardening, golf and cooking.
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