“I’m fortunate to be able to work with a team of not only experienced and qualified professionals, but genuinely good people.”
Michele’s Role at Marshall Financial
Having been with Marshall Financial since 1994, Michele has had a variety of responsibilities in the office. As a part-time employee, Michele assists the support team with large projects like data management and time weighted reports. Additionally, she works to confirm account processing to help ensure accuracy and completion.
Michele has also had a large role in helping with compliance-related projects and billing. For example, she helps ensure Marshall is meeting compliance regulations through an annual custody audit and assists with quarterly billing.
Get to Know Michele
Michele has lived in Bucks County with her family for over 25 years. She has four children with her husband Mike. In her free time she enjoys watching her kids’ sports meets and traveling. In 2023 she traveled to Paris, Dublin, and Cabo. “I’ve always enjoyed traveling with my husband, but recently experiencing new places through my children’s eyes has renewed my love of traveling.”
Additionally, Michele loves to read and finds herself drawn to stories of hope and resilience. She also enjoys reading historical fiction inspired by her travels, for example she recently finished Becoming Marie Antoniette after her trip to Paris.
Experience
With Marshall Financial since 1994
In financial services since 1994
Adam Reinert, CFA, CFP®
Chief Investment Officer & COO
Alexander Pimental, CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Elizabeth O’Malley, CFP®
Wealth Advisor
Jeffrey (JP) Dowds CFP®, CPA
Senior Wealth Advisor
Matt McGraw, CFP®
Wealth Advisor
Nicholas Pileggi CFP®
Senior Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Devon Radkins FPQP™
Marketing Associate
Dina Mele FPQP™
Client Care Specialist
Lisa Chamberlin, FPQP™
Client Care Specialist
Michele Hirschmann
Project Associate
Pam Biresch
Client Care Specialist
Teri Windisch
Operations Associate
Adam Reinert, CFA, CFP®
Chief Investment Officer & COO
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus