
Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...


As Senior Client Service Manager on the Sadler Harmon Chalmers Team, Michele Heitzig’s top priority is to provide clients with the service they deserve – ‘Raving Fan’ service – at all times. Her responsibilities include everything from interacting with clients and building trusting relationships with them to helping team members coordinate clients’ daily financial affairs. Her role is varied, but she enjoys working in an environment where no two days are the same, but everyone is focused on positively impacting clients’ lives.
Michele is a Registered Paraplanner. She joined the Sadler Harmon Chalmers Team in 2007. Outside of Moneta, Michele enjoys spending time with her husband and their two sons.

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October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...