BETHLEHEM, PA – November 3, 2016 – JoycePayne Partners announces that Elissa Wurf, CPA has joined the firm in its Bethlehem, Pa. office as a Financial Planning Analyst. Ms. Wurf has extensive tax and financial planning experience serving clients in the Lehigh Valley. She joins the firm from MB, Levis & Associates where she served as Director of Financial Planning.
“Delivering personalized and objective financial management strategies that serve the best interests of our clients is the foundation of our firm,” said Michael Joyce, CFA, CFP, President of JoycePayne Partners. “Elissa brings a great deal of expertise and success to JoycePayne Partners. She will be a trusted and indispensable advisor to our clients in the Lehigh Valley.”
Ms. Wurf is a Certified Public Accountant and currently pursuing a Certified Financial Planner™ designation. She has over six years of experience working with clients on variety of complex tax, retirement planning, and investment strategies. She specializes in providing strategic retirement and tax planning for high-net worth individuals and families as well as estate and risk management planning. Additionally, Ms. Wurf serves as the Education Chair for the Lehigh Valley chapter of the Pennsylvania Society of Tax and Accounting Professionals. She is a graduate of the Wescoe School of Muhlenberg College and the University of California, Los Angeles.
“I am very excited to join the JoycePayne Partners team,” said Ms. Wurf. “JoycePayne Partners has a strong reputation as a leading financial planning and investment management firm in the Lehigh Valley and across the country. The firm’s philosophy and core values align with my passion and I look forward to helping our clients reach their financial goals.”