This week, our special guest is Michelle Rafalski. Michelle is the Managing Partner at Gleba & Associates, an independent financial management firm that focuses on helping businesses with their retirement plans and individuals become retirement ready. Jill Gleba, Michelle’s mom, founded the company over 35 years ago. Michelle has her Series, 66, 7, and insurance licenses and focuses on the marketing and operations of the company. In this episode, we talk about how she completely switched careers, the intricacies of working with her mom, and more!
This week, our special guest is Michelle Rafalski. Michelle is the Managing Partner at Gleba & Associates, an independent financial management firm that focuses on helping businesses with their retirement plans and individuals become retirement ready. Jill Gleba, Michelle’s mom, founded the company over 35 years ago. Michelle has her Series, 66, 7, and insurance licenses and focuses on the marketing and operations of the company.
In this episode, we talk about how she completely switched careers, the intricacies of working with her mom, and more!