Throughout her career, Michelle Tomei has worked with thousands of clients to help manage their relationship with money. She believes financial planning is more than helping clients accumulate assets. Investors today need help managing their fears and vulnerability in unsettling markets; as an adviser, she has a great responsibility to her clients. Michelle’s goal is to help her clients become the navigator of their plan, making decisions based on goals and acting accordingly. The biggest benefit her clients receive is knowing that she is available to help them no matter what the situation.
Mrs. Tomei is celebrating 20 years working in the financial services industry and joined M3 Investment Services in 2013 after she was introduced to M3 by a long-time friend who works for the company. After careful consideration, Michelle decided transitioning her business to M3 would be best for her clients and her career. Working with M3 allows her to maintain the personal relationships she has with her clients while offering the support, guidance and expertise of a large firm. M3 also allows Michelle to have the flexibility she needs while raising a family. She has a BA in Finance from Michigan State University, is a Certified Retirement Counselor®, and a member of FSI.
Outside of the office, Michelle spends her time with her spouse, Eric, and two young children, Adrianna and Nicholas. During the spring and summer, she can be found outside gardening or bike riding with her kids. Michelle is also a parishioner of St. James Catholic Church in Novi and enjoys volunteering her time as an assistant coach for her daughter's softball team. Michelle very much enjoys supporting local foundations with donations and volunteering her time.