Certifications:
FINRA Series 6, 63, & 7
Life and Health Insurance License
Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter
Chartered Property Casualty Underwriter
Education:
BSBA Bachelor of Science in Business Administration, Shippensburg University
Michele is a seasoned professional. Holding senior-level positions with industry leaders like State Farm Insurance, Reliance and ING, she developed a comprehensive knowledge of the financial choices available. Michele started her own practice in 2008 to work directly with individuals and business owners to create real solutions to practical, financial challenges. She guides her clients to establish efficient tax, wealth, and protection plans. She helps business owners create strategies to maintain their business income with succession, retirement, key employee and estate planning.
Michele and her husband Tom, with daughters Ali and Amanda, are long-time residents of Chester County. Michele is an avid runner, enjoys cycling and going to the gym. Reading is a favorite pastime and she especially loves spoiling her grand dog, Gavin.
A proponent of supporting her community, Michele has served on many prominent boards in Chester County. An advocate of empowering women, she is an active member of many organizations throughout the Philadelphia region. Michele is involved with the Main Line Chamber of Commerce’ Society of Professional Women (SPW) as a Diamond Sponsor; Alliance of Women Entrepreneurs (AWE) and Exton Chamber of Commerce.
After losing her father to an extended illness when she was 15, Michele witnessed the importance of planning for unexpected financial events. She has the ability to help people feel comfortable with their financial choices, helping to ensure long term success, achievement, and enjoyment.