Our Valuable Team Members
Betsy (Cupcake) joined the team with a more regular presence in the summer of 2016. She assists both Michele and Mike with day-to-day activities, client accounts, and customer service 2-4 days a week. She enjoys spending time with Mike and the girls, helping or supporting their various activities (especially basketball and dance), catching up with her family and friends, taking walks, working in her vegetable garden, and reading.
Michele joined Chadwick Financial Advisors in early 2009. She is the office administrator and is responsible for most day to day office functions. She makes everything run smoothly within the offices and handles most client requests and processes. She handles a personal caseload as well as assisting Mike and others with day-to-day operational support, client accounts, and customer service and client case preparation. She serves as point person for many of the practices daily tasks, including but not limited to managing brokerage accounts, processing new business, while maintaining the highest level of customer service to our clients. Michele enjoys spending time around their pool with her family, watching her son play sports, reading and camping. Michele currently lives in Harwinton with her husband Steve, son Logan and their dog Luke.
Web Development, IT Support
Hunter joined the team in early 2017 and helps to make the fiscal wisdom website attractive and functional. On top of this, he also assists with any IT needs that come up, ranging from laptop repair to data migration. He works with web development as a hobby, as well as 3D printing/modeling, programming, and more. He attends Pathways Academy of Technology and Design and expects to graduate June of 2018 at the top of his class.