LPL Registered Administrative Associate
Michelle joined iWealth in 2008 as a Virtual Marketing Assistant. Her primary responsibility is coordinating the marketing efforts for iWealth. She is also available to assist the iWealth team with client service issues that arise, as well as responsive and timely processing of any of your requests.
Michelle graduated from the University of Mary in Bismarck, N.D., in May 2004 with a degree in business administration and a minor in finance. She also holds her Series 7 and Series 63 Securities Registrations. Michelle, her husband Michael, and their three children reside in Manteca, CA.