Michelle B. Buckner

Director of Operations and Registered Service Assistant

Michelle Buckner has been serving clients in the financial services industry since 1996 and has been a dedicated member of ROI Financial Group since 2010. Over the years, she has gained extensive training and experience in investment markets, retirement planning, and estate planning.

At ROI Financial Group, Michelle leads Client Services and serves as the primary point of contact for all administrative and operational needs. Her responsibilities include managing account openings, rollovers, asset transfers, distributions, and a wide range of client service requests. Her mission is to ensure that every client receives the outstanding service they’ve come to expect while maintaining seamless day-to-day operations for the firm.

Michelle is deeply committed to ROI’s client-focused approach, helping foster long-lasting relationships with the families who entrust the firm with their financial goals.

In addition to her financial career, Michelle and her family owned and operated HappyLand Day Camp in Amherst from 2010 to 2017—a testament to her entrepreneurial spirit and dedication to her community.

Michelle holds a dual Bachelor of Arts in Economics and Business Finance from the University of New Hampshire’s Whittemore School of Business and Economics. She is licensed in Life, Accident, and Health Insurance, and holds Series 7, Series 63, and Series 65 licenses. She previously held the Series 31 license in Futures and Commodities.

  • An active community member, Michelle has served in multiple leadership roles, including:

  • Past President and Vice President, Buffalo Zoo ProZoo Board

  • Chairperson and Auction Coordinator, Polar Bites and Wines in the Wild events

  • Fundraising Committee Chair, Variety Club of Buffalo

  • Volunteer, Crohn’s & Colitis Foundation

  • Fundraiser, “Bald for Bucks,” Williamsville Central School District

  • Longtime Troop Leader, Co-Leader, and Volunteer for the Girl Scouts of Western New York, contributing over a decade to community service and fundraising efforts

Michelle resides in East Amherst with her husband and children.