As a Financial Planner, Michelle services the financial needs of individuals and businesses while looking to build long-term relationships. She collaborates with her clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Michelle can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“When it comes to preparing for the future, it’s important to work with someone who has the foresight and resources to help you navigate life’s changes successfully.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Registrations
• Has a BA in Literature and an MA in Teaching from Fairleigh Dickinson University in Florham Park, NJ

Personal

• Currently resides in Somerville, NJ
• In her free time, she enjoys reading a good book and listening to music

I am licensed and registered to offer products and services in NJ. State Licenses vary. Domiciled, NJ

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