Michelle Lazzaro

Michelle Lazzaro has been an integral part of our practice since 1997. As Executive & Client Services Coordinator, Michelle is often the first friendly voice you hear on the phone and the welcoming face you see when you walk through our doors.

In addition to coordinating appointments and client events and managing Mark’s schedule, Michelle works directly with clients on administrative tasks for retirement plans and health insurance plan services. Her extensive experience and knowledge allow Michelle to provide personalized service and help clients navigate these important areas of their financial and insurance needs. Michelle is known for her professionalism, warmth, and genuine commitment to our Clients. When Clients have questions, Michelle finds the answers. Her dedication, knowledge, and years of experience have made Michelle an invaluable member of our team for nearly three decades.

Away from the office, she enjoys cooking, traveling, and spending quality time with family.