Account Services Manager
Michelle is the paperwork professional in our office. This position requires her expertise on one of the more challenging things in the industry with the never-ending changes and laws that affect paperwork production. Due to our firm’s passion to dive deep into our client’s financial lives with the more unique planning and diversity that suits each client best, it certainly keeps Michelle’s work life adventurous. She works hard for our clients to stay up to date with the latest paperwork and industry challenges. She does beautiful work, is very detailed and always goes above and beyond to meet our client’s needs. She has proven herself loyal and truly does care about being a terrific asset to our team. Michelle loves traveling with her husband, spending quality time her son and daughter-in-law, and watching her daughter play college softball.