Michele has been part of the financial industry since 1990. She specializes in independent financial services for people entering or near retirement. She has a passion for helping her clients retire without the worry of running out of money. She works with them so they have the confidence to spend what they have worked their lives to accumulate.
Michele is a FINRA licensed advisor who holds the Series 7, 65, and 24 licenses. She is also a registered investment advisor representative with Securities America Advisors, Inc. She holds a ChFC designation from the College of Financial Planning, a MBA from Pepperdine University, and a B.A. from Rowen University.
In her spare time, Michele spends time with her family. She enjoys traveling, entertaining in her home, and improving her French at local classes. Michele also volunteers her time to families of special needs children who desire assistance in lifetime planning issues for them.