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 the financial planning team in 2011 and is a Certified Financial Planner™, Enrolled Agent and holds a Life, Accident and Health insurance license in New York.
Nina began her career in finance as an Equity Arbitrage broker for a leading institutional brokerage firm in New York City. Along with keeping a pulse on the financial markets, she was highly effective in building and maintaining strong client relationships.
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.
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.
Shana is a Corning Community College graduate with an Associate in Applied Science Degree in Business Administration. She joined the firm in the fall of 2008 and works as part of the investment team.
Client Services Team
Kelsey joined Socha Financial Group, LLC in 2014. She works closely with our clients to build personal relationships and is a direct support to the financial planning team.
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 joined Socha Financial Group, LLC in 2003 and works closely with Charles Schwab Institutional in servicing our investment clients through account paperwork and account transfers.
Hope joined the firm in 2011. Her primary focus is creating a positive experience for our clients. She also coordinates the firm’s community involvement and is a New York State Notary Public.