Melissa is a Lead Advisor at Master’s. With over 30 years in the banking industry, Melissa has guided clients through major life transitions — such as retirement, career changes, college funding, and legacy planning. She holds the Certified Financial Planner® designation, signaling her dedication to ethical, holistic advice. Hobbies/Interests: Melissa enjoys travel, reading, and volunteer work. Inspirational Quote: “You are never too old to set another goal or to dream… Read More

Liza is a Relationship Manager at Master’s. She graduated from Grove City College with a degree in Business Management and Human Resources. Liza enjoys working as part of a team and forming deep-rooted relationships. Liza is originally from Connecticut and values spending quality time with family. Go-To Weekend Activity: Enjoying time outdoors with family whether through biking, hiking, or even yardwork. Inspirational Quote: “Do not let your happiness depend on… Read More

Krista is a client care specialist at Master’s, who started with our team in 2025. Her efforts help our clients behind the scenes, from preparing materials to following up on transactions, she keeps things moving smoothly. As a lifelong resident of Lancaster County, she’s dedicated to helping her friends and neighbors and bettering her community. She is happily married with two adult daughters and two sons-in-law. She loves to travel… Read More

Austin is an Associate Advisor, currently serving Lyle Hershey and Jon Thompson’s clients. He graduated from Millersville University in 2019 with a degree in Business Administration. His professional background includes experience in youth ministry, followed by a role as Customer Care Manager at a trailer dealership, where he managed accounts receivable, logistics, and customer service and support. Outside of work, Austin is passionate about mentorship and community involvement, volunteering at… Read More

Amy is the Office Manager at Master’s, where she plays a key role in ensuring smooth daily operations. She warmly greets clients, prepares for meetings, assists with paperwork and transaction processing, and keeps the office organized. Her flexibility and willingness to handle whatever is needed make her an invaluable part of the team. Before joining Master’s, Amy dedicated 12 years to raising her three children while also working part-time at… Read More

We are excited to introduce Rose to the Master’s team! Rose will be taking charge of scheduling for the office and handling various administrative tasks. Her friendly demeanor and organizational skills make her a great asset to our team. Clients can expect to hear from Rose regarding their appointments and other scheduling needs. We are thrilled to have her on board! My dream vacation: I would love to visit Switzerland… Read More

Colton Keller serves as an Associate Advisor for Charles Keller and services the retirement plans at Master’s. He holds a degree in Business Administration and Management and joined the Master’s team in 2020. Colton is passionate about helping clients steward their resources wisely and pursue financial decisions that align with their unique callings in life. He lives in Manheim, PA with his wife, Hannah, and their two children, and they… Read More

Tim is our Client Service Director and is responsible for the systems, procedures and service that help give our clients the attention to detail and follow through that we strive to provide. He also serves as Associate Advisor for Charles Keller. Tim earned his BA in Family Studies from Messiah College and came to Master’s in 2002 with experience in both Social Services and financial planning. He earned his CERTIFIED… Read More

Jon serves as an advisor at Master’s. His desire is to help people determine their goals in life, aid them in pursuing those goals and help avoid possible pitfalls along the way. Jon brings over 10 years of experience in the insurance and financial services industry, and he holds a degree in Business Administration with a focus in Finance from Millersville University, and has also earned the CERTIFIED FINANCIAL PLANNER™… Read More

Jennifer started at Master’s Wealth Management in 2015 and works behind the scenes as our client care specialist. She works to provide cohesive service to our clients by preparing materials for meetings, handling the onboarding process for new clients, processing paperwork, and following up on transactions. She also serves on our technology team. When Jennifer is not working, she loves playing games and spending time with her husband and daughter… Read More