Expansion in 2024 Aided by Hiring of Relationship Manager Melissa Murtorff

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, experienced significant growth in 2024, which was aided by the hiring of Relationship Manager Melissa Murtorff.

“Last year was one of substantial growth at Blueprint Financial Advisors, with a growing number of advisors deciding to join our network of wealth advisors,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Given our high-touch service model, this growth simply would not have been possible without hiring high-performing Relationship Managers like Melissa, who ensures the core principles of Blueprint Financial Advisors are demonstrated in every interaction an advisor – and ultimately the advisor’s clients – have with our team.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“I’ve seen firsthand the sense of relief our advisors feel when Blueprint Financial Advisors is able to optimize and automate the small tasks that used to accumulate into a long to do list for an advisor before they joined our network,” says Murtorff. “It’s an incredibly rewarding feeling to know our efforts are immediately impacting how an advisor is able to operate their firm, interact with clients, and live their personal lives.”

Murtorff’s entire career has been rooted in providing high quality client service, maintaining administrative processes, and serving as the go-to person who keeps an office operating efficiently. She began her career focused on patient care as a CT Technologist. After nearly 20 years in this health care role, she pivoted into insurance. Before joining Blueprint Financial Advisors in 2024, she was a Loss Control Technician at Sompo, a global provider of commercial and consumer property, casualty, specialty insurance, and reinsurance.