Michaele McNelis, RFC, CRPC®
Director of Wealth Management
Hello, I’m Michaele McNelis, RFC, CRPC®, and I’m the team’s Director of Wealth Management. A holistic approach to coordinate a healthy financial plan for our clients is important to me. Having grown up on a farm in Western Pennsylvania, early on I learned the importance of hard work and planning in advance. This was reinforced as I was able to work my dream job as an officer for our family-owned electrical contract company. I am able to give my clients practical and real-life advice with my personal experiences in small business, real estate, divorce, aging parents, medical issues, and especially how to avoid writing very large checks for estate taxes with careful estate planning. I am happiest with my family wherever that may be.