With more than 25 years’ experience in the financial services industry Michele has a great knowledge of investment services and products. She is known for creating deep client connections and for making our clients feel unique and special. Michele holds her BA in Business/Finance from the University of Phoenix and her professional licenses include: FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law, and NASAA Series 65 Uniform Combined State Law .* She is a licensed agent for Life, Annuity, and Long-term care insurance.
Michele is a member of the Women Leaders Forum of Coachella Valley and the National Women Advisors forum. Placing communication as the cornerstone of each relationship, Michele and her team strive to treat each client as an individual by listening, then customizing strategies that strive to meet everyone’s personalized needs, and emphasizing superior customer service.
Making her home in Palm Desert, California, Michele spends time with her husband Gary, her daughter Grace and her son Cash.
"Making a difference by building relationships of trust through education and sound advice."
CA Insurance Lic #OB67138
*Series 7 & 63 registrations held with LPL Financial. Series 65 held with WCG Wealth Advisors.