Michelle Wheeler thrives on helping people. She enjoys working with clients to build a personalized comprehensive financial plan that
focuses on the specific goals and objectives for their family. A problem-solver by nature, Michelle is not satisfied until she knows that client questions have been answered and their needs have been met.
Since Michelle joined the practice of Paul Goyette in 1997, her value and importance in the practice have grown exponentially. Coming to the business with a strong banking industry background, Michelle was initially hired in a client support role, working closely with Paul. He
often referred to Michelle as his “right arm.” While she still is very involved with Paul’s clients and many aspects of the practice, Michelle is now an advisor in her own right, working with clients directly as well.
Michelle is a Chartered Financial Consultant (ChFC). She holds Series 7 and 66 securities registrations with LPL Financial, as well as Life and Health Insurance licenses.
Michelle was raised in Nashua, NH and currently resides in Milford, NH with her husband James and their daughter. She is an active community participant, most recently serving as Chairperson for the NH Academy of Finance Advisory Board, Assistant Troop Leader for Girl Scouts, as well as volunteering for Special Olympics.