Michelle is a graduate of Sacred Heart University with a Bachelor's Degree in Business Administration, with a concentration in Management. She began working at Asset Management Group in 2007 as an Administrative Assistant, and has been a rising star while attending classes at night and continuing to work full time. After receiving her Registered Paraplanner (RP) designation from the College of Financial Planning in 2007, she was promoted to Client Services Coordinator. During her tenure she has been responsible for addressing all aspects of the firm's clients' financial planning and administrative needs, and can now add insurance to her areas of specialty. In 2013, Michelle was promoted to Executive Director, in 2018 she passed her Series 65 Exam and was promoted to Vice President and Financial Planner and in 2021 she passed the Accredited Wealth Management AdvisorSM exam at the College for Financial Planning. In addition to helping clients achieve their goals, she is also responsible for assisting in the creation and implementation of comprehensive financial plans, designed to assist clients in reaching their financial objectives. Michelle's portfolio also includes being responsible for the education and mentoring of new employees to ensure they are fully acclimated and knowledgeable about the firm's core beliefs and responsibilities to both the clients' planning teams and the clients themselves. Michelle is on track to earn her Certified Financial Planner designation in 24 months.