Michele

Senior Estate Planner,
Trusted Heart Worker

Michele’s tenacity for change, progress and a positive impact has always shown itself in the best of ways. As an undergraduate, she dedicated herself to her love for IT, running her own IT start-up as a way of pushing boundaries. Despite knowing that she would not make this her life-long career, it was her means of exploring the possible strategies to impact others in the community. 

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Following her desire to create a positive impact, Michele also had a brief stint adjunct teaching before being approached by a financial advisory firm. While it took much deliberation, Michele eventually decided that she could really have a positive impact on others with financial advisory. And as Michele likes to say, once she decided on financial advisory, the rest was history!

Beyond earning all the necessary certifications required by the industry, Michele has always believed in lifelong learning. Taking the time to upgrade her skill sets and keep abreast of the industry’s developments, Michele attained her CFP certification in 2017 and will soon be embarking on a Masters in Wealth Management. 

Michele’s motivation to make a difference in her own little ways has helped her become a kind and dedicated consultant. She treasures every single one of her clients and seeks to do her best for them.

Michele strives to make a difference in the lives of her clients by journeying together with them, regardless of their life stage. She hopes that under her care, her clients meet all their desired objectives.

More about Michele

Believing in the meaningfulness of contributing time and effort to help those in need, Michele is a regular volunteer at Willing Hearts & kidSTART. She does this together with her children, helping them grow into valuable members of society by passing on the value of caring for others in their own little way. She is also a trusted friend that those around her can depend on.

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