Client Services Associate

Michele has a 12-year financial services background, specializing in client services. She previously worked at Abner Herrman & Brock as well as Hennion & Walsh. She has an Associate Degree in Business Administration from County College of Morris.

The main objective of Michele’s role is to provide excellent support to our clients. Over the course of her experience, she has had the pleasure of helping with many different client needs. She enjoys the daily interaction and being able to assist with various requests.

Michele believes in giving her full effort in everything she does – no matter how big or small the task is. She is inspired by strong, empowered people who aren’t afraid to go for the things they want.

Michele is most passionate about her family and making sure her children grow up happy, healthy, and well-adjusted.