Michelle works closely with the Client Service Team and Senior Advisors in a variety of capacities that help them provide the best experience possible to JNBA clients. Between processing paperwork with TD Ameritrade, preparing for client meetings, and maintaining files, her dedication to client needs and aspirations to excel in her career help keep client requests moving towards completion ahead of expectations.
Michelle graduated from the University of Minnesota Duluth (UMD) and their Financial Markets Program in the spring of 2013. She was very active in her studies at UMD, taking on extra roles like President of the Investment Club, Bloomberg Student Ambassador, as well as being a Personal Accounting Tutor. She is looking forward to pursuing her CFP® certification in the near future.
When she is not at work, Michelle enjoys traveling and cooking (as well as eating). To her, both are even better when enjoyed with loved ones!
Favorite quote: “I am Kayak, hear me roar.” This is a line from Gilmore Girls that’s always stuck with her. In the show, they are comparing kayaks to canoes. Canoes need two people and kayaks typically only require one. A kayak in this situation represents independence, a quirky way of describing being independent that has always resonated with her.