Michelle's passion for helping clients and her attention to detail enables her to excel within corporate processes and in the heavily regulated financial services industry.
With almost 20 years’ experience in the financial services industry at Financial Foundations, Michelle’s role is an integral part of the success of the firm. As the chief operating officer, Michelle oversees the backstage operations at Financial Foundations, including all legal and compliance, trading, human resources, technology, the processing of all new business, quarterly reporting, financial plan creation, and licensing.
Michelle earned her bachelor’s degree in political science from the University of Rhode Island. Upon graduation, Michelle began working at Financial Foundations and quickly mastered the ins and outs of creating and streamlining operational processes that have contributed to the overall accomplishments and growth of the firm.
In accordance with FINRA regulations, Michelle obtained her Series 7, 24, and 63 securities registrations which are held through Commonwealth Financial Network®.
Michelle and her husband, Dennis, have three daughters: twins Sidney and Sophia and their little sister, Abby. Outside the office, Michelle can be found spending time with her family, watching her daughters learn pirouettes during dance class, or cheering on her favorite sports team, the Boston Red Sox.
Michelle can be reached at firstname.lastname@example.org or 508.620.1000 x222
What is exciting you the most about Financial Foundations' future?
The growth of the firm in regards to where it was when I started 17 years ago, to what it has become today, and where we are headed in the future.
When you are not working, how do you spend your time?
I enjoy spending time with my family and watching a good movie or a sports game...Red Sox, Bruins or Patriots.
What is your favorite book or movie? Why?
A Few Good Men – I find it empowering.
What is your motto/words to live by?
Life is too short to worry about things you have no control over. Be happy and enjoy each day for what it's worth.
What is a fun fact about yourself?
I love to dance and was a dancer for 15 years.