Amplius Team

Michelle is responsible for overseeing and managing the operational and client service processes at Amplius Wealth Advisors. She focuses on delivering superior, white-glove client service while specializing in the intricacies of estate planning and administration, institutional, business, and retirement plan services. Michelle also spearheads client meeting preparation, account maintenance, and coordination with client-related third parties.

Prior to Amplius Wealth Advisors, Michelle started her wealth management career as a fully registered senior client associate at Merrill Lynch in 2007 and was a member of The Liebman Marks Group from 2016 to 2021.

Michelle grew up in Northeast Philadelphia, attending Nazareth Academy High School. She graduated from Lycoming College with a bachelor’s degree in business before achieving her MBA from LaSalle University.

Michelle lives in Willow Grove, PA, with her husband Jason, a Philadelphia police officer, and their two children Lucas and Olivia. Michelle loves being a mom, is passionate about singing, dancing, music, theater, and spending quality time with her family.