Michele obtained a bachelor’s degree in economics from the University of Toronto and an MBA in finance from Duke University. She is a Chartered Financial Analyst (CFA) and is authorized to sell both life and health insurance.

Michele has previous experience as a bond trader for Toronto-Dominion Bank and as an assistant treasurer at the University of Missouri System. In addition to her professional work, she is an affiliate instructor at Metro State University of Denver, where she teaches a finance class in insurance and risk management.

Her investment approach emphasizes conservative management and cash flow budgeting to tailor individualized investment plans for her clients.