Broker Check
Michela M. Shipinski

Michela M. Shipinski

Practice Manager Assistant

“I believe there is tremendous value to being committed and dedicated to whatever you do.  I value our clients and am dedicated and committed to giving them the best service possible.” 

Michela has over 15 years of banking experience as a teller, personal banker, and branch manager. 

Michela has additional management experience through working with non-profit organizations.  She has been a Treasurer and President of a Parent Teacher Organization and the Charter Head and Committee Chair of Boy Scouts, Cub Scouts, and STEM Scouts organizations.

As a Financial Planning Assistant, Michela focuses on maintaining new and existing client information to ensure accuracy and relevancy.  She is responsible for coordinating the annual review process with clients and helping maintain database systems. 

Michela is married and has two children who keep her active and involved in her local and school communities.  She enjoys connecting with others through the various fund raising and volunteer events she’s been a part of.  In her free time, she appreciates playing a good board game with family and friends.