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Melissa Motz, President and Wealth Advisor

Melissa MotzMelissa has over 30 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, 30+ 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.

Personal

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.

Community

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 Advisor Alliance
  • Board Member for Montgomery County Community College Foundation
  • Past Member of Board of Trustees for the Greater Philadelphia Center for Spiritual Living
  • Past Member of Board of Trustees for the Grand View Health Foundation
  • Past Board Member for the Philadelphia FPA

Awards

  • Women's Choice Award® for Financial Advisors*
  • 2012-2015 Philadelphia Magazine Five Star Wealth ManagerSM*
  • 2013-2014 Cambridge Premier Club
  • MFS Inner Circle Member since 1997
  • President's Scholar, Temple University

MCCCAlumni-Hall-of-Fame Melissa Motz

Email Melissa at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

*To receive the Women’s Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality services to women clients.  Financial Advisors may pay a basic program fee to cover the cost of comprehensive review and client survey.  Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as endorsement of the financial advisor.  For more information, go to www.WIFE.org

*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.  Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com.

 


Jennifer Botzler, Client Service Manager and Event Coordinator 

Jennifer BotzlerJennifer is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Pamela. Jennifer 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. She also plans and coordinates client events. She has been with Motz Wealth Management since January 2010.

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 2014, 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 reading, exercising, and cooking. 

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Pamela Keim, Client Service Manager

Pamela KeimPamela is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Jennifer. Pam 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. She is also responsible for the initial review and input of tax return information. Pam has been with Motz Wealth Management since November 2010.

Prior to joining the Motz Wealth Management team, Pam had 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 sons, Tyler and Matthew. In her free time, she enjoys gardening, golf, and cooking. 

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Jennie SherknessJennie Sherkness, Director of First Impressions and Administrative Assistant

Jennie is the Director of First Impressions and Administrative Assistant at Motz Wealth Management. She is responsible for marketing coordination, including social media marketing, client appointment scheduling and preparation, and client event assistance. She also assists with client requests and serves as a liaison for clients. During tax season, she completes final processing of client tax returns. Jennie has been with Motz Wealth Management since August 2016.

Prior to joinging the Motz Wealth Management team, Jennie spend a few years working as the Director of First Impressions and Agent Services Coordinator at a real estate office in Montgomeryville, PA. She also worked as an Executive Assistant for an individual real estate agent. She received her Bachelor's Degree in Sociology from Eastern University in 2015.

Jennie and her husband, Tom, live in Schwenksville, PA, with their dog, Ellie. Her hobbies include reading, writing, and hiking. 

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140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, MO, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.