Financial Planning Case Manager
Michelle plays an integral role as a paraplanner in the development of each client’s financial plan. She works closely with Phillips Financial advisers to help ensure each client’s plan represents an accurate and custom approach to developing and achieving financial goals. In addition, Michelle is involved in the preparation of clients’ annual investment reviews. Michelle has a Bachelor’s Degree in Finance from Indiana University, is a Registered Paraplanner, and has more than 20 years of experience in the financial services industry.
Michelle enjoys rock climbing, hiking, and watching movies. She lives in Colorado Springs, Colorado, where she has demonstrated that a remote employment arrangement with Phillips Financial can work wonderfully for everyone!