Michele brings over 30 years of experience in the financial planning field. Her first 20 years were spent with American Express Financial Advisors as a financial advisor and managing principal. During these years, Michele was responsible for the training and supervision of financial advisors in Upstate New York. She also maintained a private practice for much of this time.
Michele received her CERTIFIED FINANCIAL PLANNER® certification in 1984, and she maintains her professional designation through ongoing coursework, earning 15 to 30 credit hours per year. She has received specialized training in the areas of financial planning, retirement planning, estate planning, long-term care, and college planning.
Michele guides clients through the development and pursuit of their financial goals in the areas of cash flow management; risk management; investments; and college, retirement, and estate planning.
She also has extensive experience in strategic planning training for both corporations and not-for-profit community board development.
CFP® and CERTIFIED FINANCIAL PLANNER® certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.