At A Glance:
Education:
Some people hate paperwork. And then there is Michelle. Michelle, who has been in the financial services industry for more than a decade, enjoys “digging in” to paperwork every day, including all documentation for opening and maintaining accounts as well as incoming and outgoing correspondence. Her affinity for paperwork goes together with her attention to detail, as these skills are an asset to both our clients and our team.
Often the first member of the team a client meets, Michelle offers a genuine smile (and most likely a hot cup of coffee or other drink) to our clients when they arrive at the office. Michelle helps set the tone for the relationship between our clients and staff, which is more familial than formal. Her warm spirit and down-to-earth personality draw people in, making her easy to talk to, and even easier to befriend.