Michelle supports Charter Oak Financial’s advisors in all areas of their investment practices, including case design, portfolio allocation and producer education.
Since joining Charter Oak in 2003, Michelle has cultivated strong relationships with our advisors, home office affiliates, and product vendors. Combined with her extensive product knowledge, Michelle is an invaluable resource to helping our advisors to grow their assets under management.
Check the background of this investment professional on FINRA's BrokerCheck