Michelle Cannan, CPFA™, QKA®, QKC

Managing Director, Head of Company Retirement Plan Services

Rochester, NY

Department: Advisors

Experience: Started career in 2004 

Education: Bachelor of Science in Chemical Engineering from Clarkson University 

The focus of Michelle’s career has been working with employer-sponsored retirement plans. She joined Beltz Ianni & Associates (now Modern Wealth Management’s Rochester, New York office) in 2018 and became a partner in 2020. Her career has also included stops at The Kraematon Group, Inc. and Paychex, Inc.  

At Beltz Ianni & Associates, Michelle led the retirement plan consulting team to assist retirement plan sponsors by providing plan design assistance and administrative and compliance support services. She guided clients through annual compliance requirements and plan audits. Michelle also performed plan fee benchmarking and fiduciary reviews to help clients work toward establishing and maintaining a diligent process. 

She lives with her energetic son, Ross; her supportive partner, Ryan; and their two cats, Zimba and Mo. Michelle likes playing tennis, trail running, and supporting Golisano Children’s Hospital. She’s a member of the National Association of Plan Advisors (NAPA) and the American Society of Pension Professionals & Actuaries (ASPPA). Michelle was recognized as one of the National Association of Plan Advisor’s (NAPA) Top Women Advisor Captains in 2021 and 2022. 

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