Michelle currently serves as a Senior Client Service Associate based in the firm’s Milwaukee, WI office and has over 18 years of experience in the financial industry. She brings to the team an extensive background in client services and management, having previously worked at Hogan Financial Management, Robert W. Baird & Co. and MBO Cleary Advisors. A graduate of Lakeland College, she earned a Bachelor of Arts in Business Administration in Sheboygan, Wisconsin. She holds a Series 66 License and is a Notary Public in the state of Wisconsin. In her spare time, Michelle enjoys seeing live music and traveling with her husband.

Previous Experience

  • Client Account Administrator and Systems Specialist at Hogan Financial Management
  • Portfolio Management Specialist at Robert W. Baird & Co.
  • Client Service Specialist at MBO Cleary Advisors

Education & Credentials

  • BA, Lakeland College, Business Management
  • Series 66 license