Michelle, Client Services Manager

Michelle’s career background includes working for a non-profit in Baltimore City whose mission is to inspire children and adults to achieve their potential through hands-on education, workforce development, health and wellness and violence prevention programming. She served as Education, Director and Grants and Contract Accountant for over 15 years. As part of the Chesapeake Financial team, to draws on this background as a foundation to assist clients reach their potential when it comes to strategic financial investments.

When she’s not working, Michelle spends much of her time with her family and traveling. Michelle has traveled around the world including Greece, Portugal, Costa Rica, Brazil, and, most recently, Egypt. She is most relaxed with her feet in the sand reading on the beach.

What Brought you to the area?

I’ve been in Maryland all my life. It’s a great place to live! My childhood was spent in Harford County in Street. After attending The John Carroll School in Bel Air, I went to Towson University. I currently live in Baltimore.

What do you love about working for Chesapeake Financial Advisors?

Everyone loves what they do and we all share the same vision.

What is your favorite thing about working with clients?

We have wonderful clients, so my favorite thing about working with them is establishing strong relationships, listening to their needs and assisting them in resolving issues. I feel great knowing that I have helped clients so that they can focus on their goals.

Which of our core values is your favorite and why?

Integrity. Trust is at the core for everything such as respect, loyalty, education, honesty, relationships and success. Knowing that someone will do the right thing, even when nobody is looking, is a principle I live by and instill in my children. Being honest does not require skill, talent, or even practice. It simply requires a person to make a single moral decision.

Do you have a professional mantra?

Michelle: is there anything that keeps you going when work is tough? What makes you get through a tough situation and do your best?

What is your favorite quote?

“The best views come after the hardest climbs.”