Michele is passionate about delivering exceptional client service by maintaining a strong client-first mindset in everything she does. Inspired by the importance of financial literacy, she pursued a career in wealth management to help individuals and families navigate their financial journeys with confidence. Since joining HeimLantz in 2021 as a Client Services Associate, Michele has focused on providing personalized administrative support to the firm’s Wealth Management Advisors. Her background in higher education, teaching, and customer service allows her to communicate effectively and contribute meaningfully to each client interaction. Michele brings a well-rounded skill set to the wealth management space, drawing on her experience in education and client engagement to ensure a smooth and informed advisory process. She is committed to understanding each client’s unique needs and enhancing their experience through proactive support and attention to detail. Deeply aligned with HeimLantz’s mission of making lives better, Michele is dedicated to supporting clients with integrity, compassion, and excellence. She lives in Annapolis with her husband, Jeff, and their three children, and enjoys the rhythm of coastal living with proximity to major cities. Outside of work, Michele can often be found cheering on her children at games, performances, and dance recitals.