Michelle Velotta

Marketing Coordinator

The Professional Me

Before joining Planned Financial Services in 2004, Michelle was a legal assistant for eight years and a stay-at-home mom for ten. Her organizational skills and ability to manage competing responsibilities were a natural fit for her role as Marketing Coordinator. Michelle coordinates our client communications, marketing, advertising, direct mail, and public relations initiatives; organizes special events including our annual Cleveland Economic Summit; and handles a wide variety of key administrative tasks.

Michelle is a Notary Public for the State of Ohio and a member the Sales & Marketing Executives of Cleveland (SME Cleveland). She resides in Broadview Heights with her two children, Samantha and Marco.

The Personal Me

Michelle finds music to be a powerful force—uplifting, motivational, and healing. It’s the perfect backdrop for work, baking, or simply taking a walk. When she’s not playing music in the background, she’s taking in concerts or supporting local musicians at live events in and around Cleveland. Michelle instilled a love of music in her children, introducing them to different styles as they were growing up. As a result, her children not only have a great appreciation for music, but are both talented musicians. Her daughter sings, plays the flute, and is a self-taught guitar player and her son plays saxophone, guitar and keyboards.

If she’s not listening to music, she’s either at or watching a Browns, Indians, or Cavs game, or baking—her other great love. Michelle, her mom, and her kids have a longstanding tradition called “Cookiefest” where they get together for a weekend of non-stop Christmas cookie baking, making 12-13 different kinds of cookies in mass quantities for family and friends. In the summer, she likes to spend time on her family’s boat on Lake Erie. 

Little known fact: Michelle’s daughter and her acapella group performed at the White House for President Obama and First Lady Michelle Obama, as well as on NBC’s Today Show.

See Another Side of Me
See the Professional Me

Contact Information:

Phone: 440.740.0130 x221

Email: Michelle@PlannedFinancial.com

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