Michelle has spent the best part of her career proactively helping her plan sponsor clients maintain successful qualified retirement plans.
Michelle, as a member of Beltz Ianni & Associates’ Retirement Plan Consulting Team, delivers plan design consulting, administration, and compliance services to our valued clients. Michelle has over 12 years of experience in the pension field performing plan benchmarking, investment, and fiduciary reviews. She routinely guides clients through annual compliance requirements and plan audits. Some of her most rewarding experiences have been teaching employees about retirement planning, conducting retirement education presentations, and delivering one-on-one guidance.
Before joining Beltz Ianni, Michelle was a client manager with The Kraematon Group, Inc., a retirement plan advisor located in Wellesley, MA. Prior to Kraematon, she was a relationship manager with Paychex, Inc.’s Retirement Services Department, and she held several leadership positions with a multinational banking and financial services corporation.
Michelle holds FINRA securities licenses Services 6 and 63. She received a Bachelor of Science from Clarkson University, Potsdam, NY. She is a regional member of the Benefits Council of America.
Michelle is a past Treasurer and Trustee for the Perkins Farm Condominium Board, Worcester, MA. She’s an avid hiker and runner and resides in Pittsford, New York.
Michelle Cannan is a Registered Representative offering securities and investment advisory services through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191), Member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.« Back to Our Team