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 requests, and facilitates client requests.
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 included; Big Brothers Big Sisters, CCYP, Cape Cod Baseball League, Town of Yarmouth, United Way and Leadership Cape Cod. Melissa is now volunteering with a local senior living facility to help provide companionship and activities to the elderly.
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.
“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.”