Get to know Michele
Michele’s favorite holiday is New Years, because it offers a time to reflect on the year’s past and then start anew. One of her favorite quotes is, “the best way to lift oneself up is to help someone else.” It reminds her that by serving those in the community you not only build up the community, but yourself as well.
When it comes to serving clients, Michele strives to put herself in the clients’ shoes to ensure that she provides the best service possible. She believes that financial literacy is essential, which led her to pursue a career in wealth management.
Michele is determined to serve clients to the best of her abilities. Every day she aspires to live by the HeimLantz core purpose of making lives better.
Since joining HeimLantz in 2021 as a Wealth Management Assistant, Michele has devoted herself to understanding our client’s needs while providing administrative support to the firm’s Wealth Management Advisors. She utilizes her previous experiences in higher education, teaching, and customer service in her current role.
Michele lives in Annapolis with her husband, Jeff, three children, and their Irish Wolfhound mix, Lola. She loves being near both the beach and other major cities. In her free time, she enjoys hiking, and can be found on the sidelines of a baseball field, volleyball court, in the audience of a play or dance recital cheering on her children.
University of Delaware
- Bachelor of Fine Art