Michele is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Pamela. Michele manages the day-to-day operations of the office. She is responsible for overseeing new business coordination, facilitating client service requests, processing paperwork, and placing trades on Melissa's behalf. She also plans and coordinates client events. Michele has been with Motz Wealth Management since December 2020.
Michele comes to Motz Wealth Management with more than 7 years of experience in the financial services industry. She received her Bachelor of Science degree in Economics and Finance from West Chester University.
Michele and her husband, Bob, live in Abington, PA with their children.