Michele joined the team in August 2017. She has migrated from a customer service administrator to an Operations Specialist. Her responsibilities include meeting with clients to complete paperwork, maintaining client records, placing trades, generating reports to prepare for advisor meetings, and processing insurance business.
Michele has extensive customer service experience. She holds a supply chain management degree, a certificate in enterprise resource planning, as well as an additional certificate in small business accounting.
Michele is married with two sons. She is a native of South Carolina and enjoys traveling. Her more exotic destinations include New Zealand, Bora-Bora, and Russia.