Get to know Michelle Overaitis
Client Engagement Director
For more than 17 years, Michelle has served as Custom Wealth Solutions’ marketing director, overseeing the company’s marketing department. Michelle is responsible for all client events, mailings, advertisements, media and other related marketing.
Michelle is responsible for maintaining the database of client information and client files. Michelle is also responsible for administering and processing client applications, resolving client issues as well as completing service requests with outside investment companies.