Our New Client Services Associate

Hello everyone, I wanted to introduce you to a new face in the office and a new voice on our phone lines. We have hired a new Client Services Associate, Melissa Lacher.

She comes to us with more than 8 years of experience in the financial services industry. She began her career as a Financial Advisor with Chase before stepping away from the workforce to focus on raising her three sons. In 2023, she returned to the industry and now supports financial advisors in helping clients pursue their financial goals.

A longtime Worthington resident of more than 20 years, Melissa enjoys walking her dog, Bailey, cheering on her sons at rugby, football, and volleyball games, and spending time with her husband, Mike.

She will be reaching out to check in on you, schedule meetings, or follow up on various items that might need completed. We are excited for her to join and grow with our team.

Thanks,

Matt Marrah

Partner

614-531-6691

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