Michelle Hoosier is an experienced Senior Client Relationship Manager at Jeter Hrubala Wealth Strategies with more than 25 years of expertise in the financial industry. Over this time, she witnessed the financial advisory landscape evolve and embraces the fact that it isn’t just about trading stocks and bonds anymore; rather, it is a much more thorough, and thoughtful, process. Michelle works alongside the team to provide a broad and meaningful client experience.

Michelle’s strengths include organization, attention to detail, and efficiency. Her primary responsibility aligns with her passion - to provide exceptional service to clients. She handles a variety of duties, including account opening, onboarding new clients, managing money movement, and scheduling appointments for the team. Her ability to anticipate and stay ahead of potential problems, knowledge of our business systems, and wealth of experience makes her an invaluable member of the team and exceptional coach to the team’s newer employees.

Michelle and her husband Mark, have two Burmese cats, Remington and Archer. In her free time, she enjoys reading and exercising.

Education

• Russell Sage College (Troy, NY) – B.S. in Business Administration

Certifications

• Series 7 Securities License
• Series 66 Securities License

Previous Experience

• Merrill Lynch – Senior Registered Client Service Associate
• Morgan Stanley – Senior Registered Client Service Associate

Community Involvement

• Concerned Citizens for Animals
• American Society for the Prevention of Cruelty to Animals (ASPCA)