Simplified Financial Advice.

Meet Michelle


Michelle strives to be caring, efficient and reliable in her role as our Marketing Manager. She centers all her efforts on serving the needs of our clients and is an asset to our team.

Michelle graduated from college with a degree in Economics with a minor in Marketing. She has more than two decades of experience in the financial services industry and often draws upon her vast experience in her marketing duties.

Outside of work, Michelle thrives in her role as Mom to her college age twins. She enjoys traveling – especially to beach destinations!


Favorite food:

French baguette

Best piece of financial advice received:

'A Penny Saved is a Penny Earned' 

Favorite quote:

Do small things with great love

If you could meet anyone, past or present, it would be:

My maternal grandfather

Favorite movie:

Life is Beautiful

Favorite holiday:


Something on your bucket list:

Live in Italy

Place you’d most like to visit:


Biggest accomplishment:

Raising two responsible and caring teenagers

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