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.