Michelle Herwood FPQP™
“From day one, Pension Professionals has never felt like a financial office, which tends to be cold and sterile with no feeling. Pension Professionals has always felt warm and inviting, allowing clients to feel “at home” and relaxed.”
Michelle came to Pension Professionals as a temporary receptionist after an extensive background in office management in the architectural and engineering industry. Now, more than six years later, she is our Director of Operations and Client Experiences. Along with continuing to coordinate and schedule appointments between our clients and advisors, Michelle also does the financial reporting, human resources and benefits, technology coordination and facilities management for the office.
“Pension Professionals belief in family first has enabled me to be involved in my children’s activities as well as bringing financial support with a sense of satisfaction.”
During her career at Pension Professions, Michelle has obtained her certification as a Financial Paraplanner Qualified Professional, FPQP®, which allows her to provide an even higher level of assistance to the advisors in helping to prepare and administer financial plans and reports for clients. She also has been commissioned as a Notary Public by the State of Maine.
“Helping others, whether it be a fellow team member, assisting a client to resolve an issue or developing creative ways to make the work we do more efficient has always been a driving force to give myself satisfaction in what I do each day here.”
Michelle truly enjoys interacting with our clients on a personal level and build lasting relationships while getting to see them smile when leaving the office knowing that their financial matters are in good hands and knowing that we are making a difference in helping them reach their goals.
“Occasionally, our clients can be worried, concerned or dealing with a difficult circumstance like the death of a loved one and need a compassionate ear before moving the conversation to financial issues. Our team can be very intuitive to that dynamic and react with caring, warmth and compassion.”
Michelle graduated from Thornton Academy with honors and obtained her FPQP® designation through the College of Financial Planning. She was born in Portland, Maine and has lived in and raised her children in the Saco area for the last 30 years. Michelle enjoys working in her perennial gardens, camping, socializing with friends and being very involved with her son’s sports and educational goals.