Michelle is a Registered Client Service Associate who is dedicated to providing responsive service and support to clients. She enjoys building relationships with clients and serving as a trusted point of contact, helping them navigate new situations and challenges with confidence.

Michelle began her career in the financial services industry in 2006. Prior to joining our team, she spent 13 years with T. Rowe Price, working across various retirement services departments where she assisted clients and held supervisory responsibilities for approximately nine years. Following her time at T. Rowe Price, she spent six years as a banker with Chase, providing financial guidance and support to clients in a branch environment.

Michelle holds FINRA Series 6, 7, and 63 securities licenses, as well as Life and Variable Annuity licenses. She also earned a bachelor's degree and brings nearly two decades of financial services experience to her role.

Born in New Jersey and raised in Florida, Michelle enjoys spending time with her husband, two daughters, friends, and extended family.

Outside of work, Michelle enjoys visiting Disney and Universal theme parks, watching movies, and creating lasting memories with her family.