About Michelle
Michelle is passionate about financial preparation and worked in the banking industry to gain experience working with clients and various teams while servicing her community. She diligently supports advisors in helping clients achieve their financial goals through all life stages.
Michelle holds a Certified Financial Planner® designation.
Michelle is a long-time Tacoma, Washington, resident. Outside of work, she enjoys exploring/hammocking and trying new restaurants with her boyfriend (or simply staying home with their two cats).
Education and Professional Milestones
-University of Washington – bachelor’s degree in finance
Michelle is passionate about financial preparation and worked in the banking industry to gain experience working with clients and various teams while servicing her community. She diligently supports advisors in helping clients achieve their financial goals through all life stages.
Michelle holds a Certified Financial Planner® designation.
Michelle is a long-time Tacoma, Washington, resident. Outside of work, she enjoys exploring/hammocking and trying new restaurants with her boyfriend (or simply staying home with their two cats).
Education and Professional Milestones
-University of Washington – bachelor’s degree in finance