Michele started her financial career in the tech sector in Silicon Valley. She was Director of Investor Relations for several high-tech companies. In her role, she traveled worldwide to represent global companies, and worked closely with Wall Street as well as the stock exchanges in London, Asia Pacific and India. She then joined Edward Jones and built a thriving practice helping her clients plan for the future and preserve their lifestyles. After becoming a partner and spending 16 years with the firm, she made the decision to move to Raymond James as an independent office where she could offer her clients so many more resources and services. She is an avid believer that you need to preserve clients’ lifestyles thru risk mitigation, not just manage portfolios.
A graduate of the University of Phoenix, she is a CFP® professional and holds the AAMSTM designation.
She has served on several boards in the community including the Mee Memorial Foundation. Michele lives in King City with her husband and son. Michele and Dennis enjoy spending time traveling, spending time with their other two sons and daughter in law and their new grandson.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
