Michelle Casey
Client Relationship Coordinator
Michelle Casey, a Client Relationship Coordinator, works closely with our clients to assist them in a variety of ways, including scheduling and confirming appointments, and assisting with online account statements. She also works hand-in-hand with our advisors and other members of the team on a number of projects. Michelle, who joined us in early 2025, has several years of management experience in the retail food industry, as well as a background in social media marketing. She holds a B.A. from Monmouth University.