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Merra Lee Moffitt Recognized as Entrepreneur of the Year for the Northeast Berks Chamber of Commerce

Merra Lee Moffit is a professional financial planner and wealth strategist with the Good Life Financial Group who provides business planning, retirement planning for individuals and business owners, education planning for college, estate planning, help with managing taxes and savings, and more in the Reading, Wyomissing, Lancaster, Exeter and Sinking Springs areas.

September 24, 2015 Kutztown, PA — At the Second Annual Shining Star Award Dinner held on September 24, Merra Lee Moffitt was recognized among her peers as the 2015 Entrepreneur of the Year for the Northeast Berks Chamber of Commerce. When those who judged the event were asked what made her stand out from the other nominees for Entrepreneur of the Year, it was her support of small business owners.

Her podcast, “Passion to Thrive,” showcases business professionals about their business and the experiences they can share to help educate and inspire other small business owners. These weekly podcasts have become a regular way for business owners to learn more about those being interviewed. It’s a great resource for networking and educating. “The business professionals she interviews come from a wide range of businesses, both service, business to business, and retail. It’s great to be part of assisting Merra Lee in finding the business owners she can interview,” shared Victoria Barrasso, Client Services Manager for Good Life Financial Group. In the past, Merra Lee makes it a point to surround herself with business owners who give of themselves beyond their businesses by giving of their time to charities and nonprofits. Merra Lee, herself, has been part of many charitable opportunities, even jumping into the frigid December waters of the Blue Marsh.

When asked what drives her to help small business owners, Merra Lee shared, “Our community’s small business owners work long hours, strive for their families and fight for the well-being of Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors LLC, a registered investment advisor. Good Life Advisors LLC and Good Life Financial Group are separate entities from LPL Financial.
their employees.  They deserve our vigilant respect and support for providing our community with jobs and their dedication to their customers.”

Merra Lee is Senior Partner, Wealth Strategist with Good Life Financial Group. Since 2002, Merra Lee professionally dedicates herself to financial planning for families and business owners. She helps her clients build a solid financial plan, while balancing short and long term goals. As an independent advisor, Merra Lee along with her team are committed to guiding clients through the wealth building and retirement planning process.

The Shining Star Award Dinner, which began in 2014, recognizes “the amazing members who dedicate their time and talents to developing thriving business within their community,” Donofrio-Galley said. “The awards are a celebration of members who have devoted their lives to growing a business and giving back to their community.” Awards were presented to other deserving individuals in the small business, midsize business, large business, nonprofit and advocate Shining Star categories. At the end, the member of the year was chosen from 17 finalists.

The Northeast Berks Chamber of Commerce focuses on economic and quality of life issues in the area it serves. “Northeast Berks is our service area,” said Lori B. Donofrio-Galley, executive director of the organization. “Most of our members work in the East Penn Valley. Some are from other areas of Berks. All the nominees for the event are members of the chamber.”

Merra Lee believes that financial planning is about your values, not just your money. It is important to develop the right retirement plan, future education savings plan and business plan for your situation using techniques to manage taxes, access to money, market volatility and your future financial independence. With sincere appreciation for how hard you work for your money. Interested in learning more about Merra Lee:, 610-628-2055,

Posted in Community Involvement, Uncategorized
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