Melissa Olszak is a Partner at Lake Street Advisors. Whether working with clients or developing and managing internal teams, she takes a thorough and holistic approach to planning – from estate and tax planning to insurance strategy, cash flow forecasting, and other key disciplines – in order to help meet each client’s unique financial objectives. Melissa is a member of the firm’s senior management team, working on strategic initiatives and day-to-day operations that support the quality of the client experience.
Melissa joined the firm in 2003 as the first full-time professional, and has grown with the firm to become Partner. She particularly enjoys the niche area of wealth management that allows her to help families meet their overall objectives while also addressing complex circumstances that are unique to the ultra-wealthy.
A native of New Hampshire, Melissa grew up in a family with a small business and knew she was interested in finance from a young age. She graduated from Bentley University with a BS in finance and an MS in financial planning, with a certificate in tax. Melissa is a CERTIFIED FINANCIAL PLANNERTM professional, a CFA® Charterholder, and a member of CFA Society Boston. She lives in the Lakes Region of New Hampshire and enjoys cooking, traveling, and spending time with her family and dogs.