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Michelle joined Vintage in 2020 as a client account specialist. In 2021 she earned the Financial Paraplanner Qualified ProfessionalTM designation after completing a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts and terminology. She supports the advisors and clients in ensuring their accounts are managed with care and accuracy. Michelle’s passion is to build a relationship with the clients in order to assist them with their investment needs.
Prior to joining Vintage, she worked as a development assistant in the Development and Alumni Engagement Office at the University of Michigan Stephen M. Ross School of Business. Michelle graduated from Western Illinois University with a business degree.
In Michelle’s spare time, she enjoys activities with her three children. She is a musician who writes her own music and performs on local stages. She is also the author of the book “A Mother’s Manual for Self-Care: An A-Z Handbook for Moms.”
Education, Licenses, Certifications and Designations Held:
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
