“My family inspires me to meet my individual potential. I strive to do the same for my clients by helping them plan for and pursue the goals they believe will bring them satisfaction and fulfillment.”
Michelle focuses on wealth planning and portfolio management to support clients and their families. She brings a passion for learning and exploring the planning process while helping clients discover and achieve their goals. In addition, she recognizes that each client has unique needs and appreciates the opportunity to help them identify and realize meaningful lifestyle, legacy and philanthropic objectives.
With more than 27 years of diverse experience in the financial industry, Michelle got her start in New York working on an institutional equity trading desk. She graduated summa cum laude with a B.S. from Oregon State University, and has passed the Series 7, 63, 9/10 exams and holds her California insurance license.
Michelle belongs to a large, close-knit Italian family, which includes her two adult children, seven siblings, and many nieces and nephews. In her free time, Michelle can often be found spending time with her Boston terriers, Sarena and Maggie, hiking, painting, reading or volunteering her time in the community.