Michelle joined Rosenzweig Financial Services in October 2021 as Vice President specializing in the professional marketplace.
She has almost 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.She prides herself on analyzing a financial situation, finding any potential issues and creating adequate solutions to insure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds a great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams, to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA and a graduate from Penn State University in Business.
Michelle now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South-Florida. She has recently become part of the South-Florida’s Friends of the V Foundation where 100% of every dollar that is raised goes directly to cancer research. This charity is a great place for helping others and is deeply rooted in basketball which is the perfect fit for Michelle to help make an impact on people in need. She also donates her time to the Hanley Foundation to bring awareness of their mission to eliminate addiction through prevention, advocacy, treatment and recovery support.