As Senior Client Service Manager, Michele brings a genuine passion for serving others. She handles a wide range of client needs, from opening accounts and processing distributions to updating beneficiaries and assisting advisors with client reviews. She also leads projects to organize client data and consolidate accounts, ensuring important details are handled accurately and efficiently. With a tenacious work ethic, she enjoys seeing tasks through to completion, and she is always willing to step in when a teammate needs help. Above all, she wants clients to know they are important to the team and that their needs will be handled with precision and care.
Michele earned a B.S. in Finance and Business Management from Cornell University and holds her Series 7 and 66 licenses, as well as the Financial Services Certified Professional® (FSCP®) designation. Prior to joining Ellis Financial Planning full-time in 2017, she spent five years working at Merrill Lynch and three years working part-time with Kathy Ellis. She also ran her own direct sales business for 12 years while raising her children.
Outside the office, Michele enjoys staying active (she’s a regular at Orange Theory), traveling to visit her four grown children, and spending time with her daughter and young grandson, who live nearby. Her faith is an important part of her life, and she is actively involved in her church, where she serves on several committees. She also values her quiet time with Jesus and views each day as an opportunity to serve Him.
FUN FACTS
What book has most impacted your life?
Interior Freedom by Father Jacques Philippe.
What’s your favorite part of your day?
Early morning walks and couch time with my dog.
What’s a movie everyone should see?
The Sound of Music.