Modern Wealth Management
Michelle Ross Cannan, CPFA™, QKA®, QKC, serves as Managing Director and Head of Company Retirement Plan Services at Modern Wealth Management since March 2024. Previously, Michelle held roles in retirement plan administration and consulting at Enhanced Retirement Solutions and as Partner and Manager of Retirement Plan Services at Beltz Ianni & Associates. Experience encompasses providing comprehensive third-party administration services, plan design assistance, compliance support, and audit guidance. Earlier career milestones include positions at The Kraematon Group, Inc. and Paychex, focused on client management and retirement plan oversight, as well as a leadership role in fraud detection at Bank of America. Michelle earned a B.S. in Chemical Engineering from Clarkson University.