Michelle joined the client services team at October Mountain Financial Advisors in 2021. Before joining OMFA, she worked as a paralegal and legal assistant for approximately thirty years, gaining extensive experience with estate planning, trusts, and probate matters. This background enables Michelle to attend to important details that benefit all parties involved in financial planning work. Her experience proves invaluable when working with clients on complex financial situations that intersect with estate and trust matters. Michelle works closely with OMFA clients in various capacities, providing personalized service and support tailored to their unique needs.

She holds an Associate Degree from Herkimer County Community College and is also a Notary Public, credentials that enhance her ability to assist clients with documentation and administrative requirements.