Melissa Motz, CFP®, CPA Melissa Motz President and Wealth Advisor (215) 513-6240 Melissa@MotzWealthManagement.com 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 full-time as a computer operator for what was then Sperry Univac. While working, Melissa was a full-time student at Montgomery County Community College, later transferring to Temple University, where she graduated Summa Cum Laude in 1981, with a BBA in Accounting. Melissa built Motz Wealth Management through a meticulous work ethic, compassion for her clients, and a passion for the knowledge it takes to develop vision, and Melissa is able to explain complex financial, tax, and economic issues to her clients in easy to understand terminology, leading to an environment where her clients feel confident in her abilities and comfortable asking any questions they have. Melissa's clients take great comfort in her expertise, 30+ years of experience, commitment to meeting client needs in a timely and caring way, attention to detail, and personal approach. Melissa finds joy in helping clients to pursue prosperity for themselves and their families. She has complete respect for every client and strives to make each one feel special and valuable.PersonalMelissa and her husband, Doug, live in Harleysville, PA. She has two grown children, Alissa and Danny, from her first marriage. Melissa enjoys reading, downhill skiing, golf, yoga, walking, bicycling, gardening, The Work® of Byron Katie, and spending time at her condo in Cape May, New Jersey.CommunityMelissa has been actively involved in her church, as a past board of trustees member and as a volunteer in the youth programs. She 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.AffiliationsCERTIFIED FINANCIAL PLANNER™ ProfessionalCertified Public AccountantMaster of Science in Taxation, Drexel UniversitySumma Cum Laude BBA, Temple UniversityAwards2015 Women’s Choice Award® for Financial Advisors2012-2017 Philadelphia magazine Five Star Wealth Manager2013-2018 Cambridge Premier ClubRegistrationsSeries 7, 24, 63 Lisa Peeters Client Service Manager (215) 513-6240 (215)513-1614 Lisa@MotzWealthManagement.com Lisa is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Pamela. Lisa manages the day-to-day operations of the office. She is responsible for overseeing new business coordination, facilitating client service requests, processing paperwork, and placing trades on Melissa's behalf. Lisa works remotely from Appleton, WI. She has been with Motz Wealth Management since December 2021. Lisa comes to Motz Wealth Management with 7 years of financial services experience and more than 20 years of customer service experience. She received her Bachelor of Business Administration, majoring in Finance and Marketing from the University of Wisconsin – Milwaukee.Lisa and her husband, Dan live in Appleton, WI, and have two daughters, Alice and Cleo. She enjoys boating, swimming, cooking, and hiking at their family cottage, and anything related to health and fitness.