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 [email protected] or 508.620.1000 x222