Michelle is a Client Relationship Specialist at JFS, bringing sixteen years of professional experience to the company. Michelle graduated from Pennsylvania State University with a BS in Actuarial Science. 

Michelle works closely with clients on a regular basis, addressing their questions and account-related needs. Additionally, Michelle is responsible for supporting multiple custodians by efficiently processing a wide array of requests. Michelle fosters a smooth and responsive service for clients and custodians, skillfully managing tasks like facilitating deposits, overseeing new account processes, handling account maintenance, and managing distributions. 

Michelle is a highly organized and responsible individual who is knowledgeable and exudes energy and enthusiasm in her work. Her reputation as a quick learner speaks volumes about her adaptability. One of Michelle’s standout qualities is her unique ability to manage multiple tasks seamlessly, even in high-stress environments. 

Michelle values her time outside of work by spending it with family and friends. She enjoys traveling and is a dedicated supporter of her son’s basketball and baseball games.

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Office Locations:
Hermitage

Education:
BS in Actuarial Science, Pennsylvania State University

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Client Service

Alicia M. Umbel, Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors

Alicia M. Umbel

Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

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