Financial Planning Team
Michelle joined the firm in 2008 after working in New York City as a retail analyst. In addition to her duties as a CERTIFIED FINANCIAL PLANNER™ she leads the tax team and is an Enrolled Agent.
Jolie joined Socha Financial Group in 2011. Inspired by our founders Lou and Nancy Socha, she developed a passion to serve our clients, staff and community. Jolie strives to develop long-lasting relationships with her clients and assisting them through life's many financial decisions.
Nina began her career in finance as an Equity Arbitrage Broker for a leading institutional firm in New York City. Along with keeping a pulse on the financial markets, she enjoyed building and maintaining strong client relationships.
Jen began her career in the financial services industry in 2005 and joined the firm in 2011. Her primary role is assisting in optimum portfolio allocation by maintaining the integrity of our database. She also heads the development projects of the investment team.
Michael began his career in finance as a quantitative analyst for a leading institutional broker in New York City, where he priced a wide range of over the counter derivatives.
Shana started her financial career at the firm in 2008, where she is dedicated to the investment team. Daily, she works effectively with Schwab to implement our client’s financial needs.
Client Services Team
Kelsey’s journey at Socha Financial Group started in 2014 where she began her career as an executive assistant. With dedication to our firm, she took the necessary steps to move forward and find ways to assist our clients further.
Meggan joined Socha Financial Group, LLC in 2000. She supports our clients with tax preparation, tax reporting and audit responses from the IRS and state agencies.
Linda leads our client support team and has been with the firm since 2003. Her passion for giving our clients the best experience has led to Socha’s outstanding client services reputation. She specializes in brokerage and retirement account set up and rollovers.