Melissa Olszak, CFP®, CFA
Managing Director – Private Client Group
Melissa joined SCS Financial as part of its acquisition of Lake Street Advisors in 2025 and is a Managing Director in the Private Client Group. Prior to joining SCS, Melissa was a Partner at Lake Street Advisors.
Whether collaborating with clients or leading internal teams, Melissa takes a comprehensive, client-centric approach to financial planning. She focuses on key areas such as estate and tax planning, insurance strategy, and cash flow forecasting, tailoring her recommendations to help clients achieve their unique financial goals.
Melissa joined Lake Street Advisors in 2003 as the first full-time professional and grew 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 PLANNER™ 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.
