Broker Check

Our Team

Melissa Motz

President and Wealth Advisor

(215) 513-6240

[email protected]

Melissa has over 30 years of experience in investment management, financial planning, and tax planning. She grew up in Abington, Pennsylvania where she attended Abington public schools. After graduating from high school, Melissa worked...

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Jennifer Botzler

Client Service Manager and Event Coordinator

(215) 513-6240

[email protected]

Jennifer is the force behind our many successful client events. Along with Pamela, she is committed to managing an office that is caring, responsive, and efficient in meeting our clients’ needs.

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Pamela Keim

Client Service Manager

(215) 513-6240

[email protected]

Pamela employs her eye for detail in inputting important client information. Along with Jennifer, she is committed to managing an office that is caring, responsive, and efficient in meeting our clients’ needs.

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Sara Gerges

Director of First Impressions and Administrative Assistant

(215) 513-6240

[email protected]

Sara is the first on our team to greet our clients when they walk into the office. She oversees our marketing, including social media marketing, and serves as our client liaison.

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