Michelle is a Client Relationship Specialist at JFS, bringing extensive professional experience to the company. She graduated from Pennsylvania State University with a BS in Actuarial Science and has earned her Financial Paraplanner Qualified Professional® (FPQP®) designation.
Michelle works closely with clients to address questions and account needs while supporting multiple custodians by processing a wide range of requests. She delivers smooth, responsive service, managing tasks such as deposits, new account setup, account maintenance, and distributions. Highly organized and knowledgeable, Michelle brings energy and enthusiasm to her work and is known for her adaptability and ability to manage multiple priorities in high-pressure environments.
Outside of work, Michelle enjoys spending time with family and friends and traveling.
