Michelle Roberts is an original member of the Brotman Financial Group team, having joined at the firm's inception in 2003, which later changed to BFG Financial Advisors. Ms. Roberts is Operations Manager of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. In her role, she is responsible for overseeing human resources, information technology, compliance, employee licensing, property management and physical plant, as well as the company's financial statements and account management. She also coordinates team meetings and retreats, and the semi-annual BFG Advisory Board meetings.
Prior to her role as Operations Manager, Ms. Roberts served as Director of Insurance Operations performing client service functions related to the risk management portion of the firm's financial planning process, including the coordination of underwriting for clients' life, disability, and long-term care insurance policies.
Ms. Roberts earned a Bachelor of Arts degree from Towson University and holds a Maryland life and health insurance license. She is pursuing additional training in human resources, compliance, and accounting.