Michelle focuses her talents on servicing the needs of our clients. She oversees the client service team within the group, maintaining responsibility for the team’s activities to help assure the clients’ needs are understood and met. She concentrates on the affluent client needs and supports the operation of the team’s Portfolio Management. She is fully committed to long-term relationships and strives to deliver exceptional client service.
Michelle started her career with Wells Trecaso Group at UBS/Paine Webber in 1993 after graduating from the University of Akron with a B.S. degree in Business Finance. She has over 28 years of experience in the financial services industry and is pursuing a career that brings her enjoyment.
Michelle and her husband, Greg, live in Portage Lakes, Ohio. Her hobbies include traveling, boating, mountain biking, hiking and playing with her two Shih Tzus, Bentley and Winston.