Melissa Kolcz joined Beacon Financial Planning in 2019. In her current role as Client Experience Manager, Melissa is committed to ensuring that she goes above and beyond to exceed your expectations. She guides clients through the onboarding process, initiates account transfers and cash needs, and facilitates client requests.
“At Beacon Financial Planning we cultivate long lasting client relationships because compassion, trust and integrity are at the core of everything we do. We look forward to developing a long and prosperous relationship with you.”
Melissa graduated from Keene State College in 2008 with a Bachelor of Arts degree in Communications. In 2015 she was recognized by Cape and Plymouth Business Magazine as one of the Top 40 Professionals under the age of 40. She is also an alumnus of the Community Leadership Institute. Throughout her career, Melissa has volunteered for numerous non-profits on the Cape including: Big Brothers Big Sisters, Cape Cod Young Professionals (CCYP), Cape Cod Baseball League, Town of Yarmouth, United Way and Leadership Cape Cod. She is currently participating in the CCYP Women's Leadership Initiative.
Melissa was born and raised on the Cape and currently lives in West Yarmouth with her husband Jonathan and her two children. In her free time, she enjoys canoeing with the family, Pinterest-inspired crafts and event planning.
- Favorite Book: “The Last of the Really Great Whangdoodles" by Julie Andrews Edwards. I was in the 4th grade when I read this book and it taught me about perseverance, creativity, imagination and confidence. Thank you to Mrs. Andre for igniting my passion for reading and writing!
- Professional Hero, Role Model or Inspiration: My children will always be my daily inspiration. They remind me to find joy in the simple pleasures, to live in each moment, to be fearless and fully enjoy life. Watching them grow, learn and love motivates me each and everyday. My goal is to be the best role model I can and instill values of compassion, integrity, respect, responsibility and honesty.
- Words to live by: “In a world where you can be anything, be kind." ~ Jennifer Dukes Lee