As an Investment Advisor Representative, Michele works closely with individuals and families to manage their financial portfolios and meet their retirement, college funding, and life insurance needs. Conservative investment management coupled with cash flow budgeting is the focus for the individualized investment plans she creates for her clients.
Michele earned a bachelor’s degree in economics from the University of Toronto and an MBA in finance from Duke University. She holds the Chartered Financial Analyst (CFA) designation and is licensed to sell both Life and Health insurance.
Michele draws from her corporate experience as a bond trader for Toronto-Dominion Bank and later as an assistant Treasurer at the University of Missouri System. Outside the office, Michele is an affiliate instructor at Metro State University of Denver where she teaches a finance class in insurance and risk management.