Michele Polanis

Michele has been with the firm since 1998. She is securities registered and insurance licensed. Her main function with the firm is to act as client liaison, which involves tracking clients' flow of business, answering questions regarding statements and paperwork and processing client requests. Michele is also responsible for updating and maintaining client files, coordinating all scheduling and office communications, as well as office bookkeeping.

Michele is involved with a number of community and school organizations. She is a lifelong resident of Pike County, where she resides with her husband Gary and their children.