Client Service Representative
In her role as Client Service Representative, Michele handles client’s day-to-day needs. With nearly 20 years of experience in financial services, Michele is well equipped to handle any client service need.
Prior to joining Reilly Financial Advisors, Michele worked for a large alternative Investment Manager as the Client Service Supervisor, overseeing service needs for 10,000 clients throughout the United States.
Michele has earned her Series 7 General Securities License as well as the Series 63. Registered Representative Magazine has recognized Michele as one of the Top 5 Customer Service Specialists in the United States.
Growing up in a military family has given Michele a heart for our military community and she loves serving in her Military Ministry at Church. She enjoys a good bottle of wine, online shopping and spending time with her family.
Why I Do What I Do:
I truly enjoy speaking with our clients on a personal level each day. I love hearing about what’s going on in their lives. It is important to me to try to make a difference in the lives of others, even if just sharing a smile or offering a kind word.