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 years. 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, Ohio.
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.
Phone: 440.740.0130 x221
Email: Michelle@PlannedFinancial.comSend a Message