Michelle joined the firm in July 2024 as a Licensed Assistant. She brings 14 years of experience with Cetera. She currently holds Series 6, Series 63 and Series 65 registrations.
She assists with gathering the client information, preparing forms for e-signatures, and getting the paperwork to the product sponsors.
Michelle currently owns and operates Valley Accounting & Tax LLC. Offering a full range of accounting and tax services.
In her spare time, Michelle enjoys spending time with her family, 3 grandchildren Julianna, Adrianna and Giuliano. Attending their Little Leauge games and dance recitals. She also enjoys traveling with her husband Bill to many unique destinations.