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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

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