Michelle has been in the financial industry since 1996 and with ROI Financial Group since 2010. In her many years as a financial professional, Michelle has had extensive training and experience in the investment markets, retirement planning, and estate planning. She is a valued employee and manages Client Services at ROI Financial Group and is the primary point of contact for all administrative and operational needs, including account openings, rollovers, asset transfers, and any other service needs.
Michelle’s primary mission at ROI is to make sure that all clients receive the unmatched service they have come to expect from us, and to keep everything running smoothly for our office.
Along with her family, Michelle owned and operated HappyLand Day Camp in Amherst from 2010 to 2017.
Michelle currently resides in East Amherst with her three children, her fiancé, and their 2 dogs.
The University of New Hampshire, Whittemore School of Business and Economics, Dual BA in Economics and Business Finance, 1997
Life, Accident and Health Insurance
Previously Held Series 31 in Futures and Commodities
Previous President/Vice President for Buffalo Zoo ProZoo Board
Previous Chairperson and Auction Coordinator for Buffalo Zoo ProZoo Board Polar Bites and Wines in the Wild events
Former Fund Raising Committee Chair for Variety Club of Buffalo
Crohn’s and Colitis Foundation Volunteer
“Bald for Bucks” Fund Raiser for Williamsville Central School District
Troop Leader/Co-leader/Volunteer for Girl Scouts of WNY for the past 10 years, involved in various fund raising and community service projects
7 Limestone Dr