View in portrait for best experience

Michele Heitzig

Senior Client Service Manager

FPQP®

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.

  • Registered Paraplanner

 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

VIEW ALL ARTICLES

Let’s make every moment count together…