Michelle has over 20 years of client service experience. Her love of finance and helping people guided her into getting her Series 6 securities license held through LPL Financial.
Her responsibilities as Client Relationship Manager include client services, annual meeting prep, Financial Plan and eMoney input, as well as assisting the Director of Operations and Advisors.
Michelle lives in Jacksonville with her husband and two children. She loves to read and explore the outdoors with her family by scuba diving and traveling.