Michele, a CERTIFIED FINANCIAL PLANNER™ Professional, has helped her clients manage and grow their wealth for over 30 years.  As the founding member of The Sheridan Group, a multi-generational team, Michele has extensive experience working closely with individuals and business owners.  She designs comprehensive financial planning strategies to guide her clients toward financial freedom.  Michele treats each individual with the same care and respect as though they were a member of her family.

Michele graduated from Binghamton University and the College for Financial Planning.  She holds her Series 7, 63 and 65 securities licenses as well as insurance licenses for the states of New York and Florida.  She was recognized by FORBES as one of America's Top Women Best-In-State Wealth Advisor 2022-2026.

Michele currently serves on the board of directors of The Women’s Fund of Herkimer and Oneida Counties and dedicates her time and resources to numerous community organizations. 

Michele lives in Marcy with her husband, Dennis, and their dog, Samson.  In her spare time, Michele enjoys spending time with family, including her son, Matthew, and two grandsons, Connor and Liam.  She loves to travel and enjoys wine, cooking, boating and golf. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

2026 Forbes “Top Women Wealth Advisors Best-in-State” recognition published on 2/04/26. Rankings based on data as of 06/30/25.

Matthew, a CERTIFIED FINANCIAL PLANNER™ professional, grew up observing his mother, and now senior partner, build her business as a Financial Advisor.  He knows first-hand how making smart financial decisions can make a positive impact on a person’s financial well-being.  As a partner of The Sheridan Group, a multi-generational team, Matthew serves clients through his in-depth knowledge of comprehensive financial and estate planning techniques allowing them to gain their financial independence.  Matthew works to connect with young professionals and the next generation of Baird families by providing the guidance that allows them to make educated financial decisions.

Matthew graduated from the State University of New York at Buffalo with a Bachelor of Science degree in Mechanical Engineering and completed his financial planning coursework at the American College of Financial Services.  He is Series 7 and 66 registered and holds his Life, Accident, & Health license. 

Matthew currently serves on the board for the American Heart Association and donates his time and resources to various charitable organizations.

Matthew currently resides in Holland Patent with his wife, Kristen, two children, Connor and Liam, and numerous pets. He prides himself on being a Utica native: he loves the area and its residents. He enjoys spending time with his family, traveling, cooking, being healthy & active and golfing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

Susan serves as the Client Assistant to The Sheridan Group.  Through research, problem solving and effective communication, she does whatever it takes to assist clients, facilitating their daily needs and helping her advisors in whatever way she can.  Susan is integral in the every-day operations of the team. 

Susan has more than 30 years of experience in business management, human resources and customer service.  She began her financial services career within operations, where she greeted clients personally, assisted with client requests, established new accounts, processed daily money movements, and completed deposits.  All of which propelled her toward her supporting role for The Sheridan Group, which she thrives in. 

Born and raised in Utica, it will always be Susan’s home.  She is married to her husband, Roger and has two adult children and a grandchild, Matteo.  She enjoys spending time with family and finds peace in cooking, gardening, decorating and crafting.