Client Services Assistant
Michelle has 23 years of experience in the financial industry. She enjoys working with advisors and clients in her role as a Client Services Assistant. Michelle assists clients with online Account View, going paperless, filling out forms, or turning in paperwork.
Michelle is a native to San Diego. She enjoys road trips and hiking with her family and her two dogs. In her free time she enjoys bowling, baking and spending time with her grandson.
Michelle is an LPL employee and is part of the Admin Solutions program that supports multiple advisor’s businesses.