Meet Michele

Michele  has been in the financial services industries since 1991.  She works  with families at all stages in their lives: young families requiring life insurance protection and college savings, pre-retirement savers building for their future, and retirees, managing their cash flow needs and estate planning issues.

Michele really enjoys helping her clients in all aspects of their financial life: investments, insurance, and cash management.  She especially likes clients who want to educate themselves through the financial planning process.  Much of her time is spent with clients teaching them about all of the financial products available, and selecting the most appropriate.

Michele also works with small business owners in selecting benefits  plans (medical and retirement) for  their employees, and business protection for  themselves.

Michele graduated from Glassboro State College in NJ with a degree in education and earned an MBA from Pepperdine University in CA. She received her Chartered Financial Consultant (ChFC) designation  from the American College in PA in 2001.