“I’ve been able to give back to others by teaching, training and providing guidance in a very specialized industry. Ultimately, we are able to provide suggestions to clients to improve their businesses and allow them to become more successful, which benefits all of their employees.”
Embracing the all-encompassing philosophies of always acting in the best interest of her clients and being a good steward of her firm, Michelle Buckley, a mom of three, seized the opportunity to expand her professional talents and build a strong practice group for Benefit Plan audits. Shepherding that exponential growth during the last decade has always centered on the story behind the numbers. “People think its just an audit of a benefit plan, and it is a commodity, but at the end of the day, its about the lives of the people those numbers represent. If you have 300 people in a plan, you want to be sure that those 300 peoples’ funds are there for them when they retire.”
