Michelle

I’m Jodi’s Executive ASSISTANT and I love my job! And no, she didn’t pay me to say that 😊

I have been in this business for 20 years and with Jodi at Financial by Design for over 10 of them.
I wear many hats in our office and am usually your first point of Contact. Part of my role is to manage our team and make sure everyone’s day is kept on track. I also enter most of our investment trades and work hard, double and triple checking each item to ensure there are no issues. I want to make sure that each client gets the best service possible and I work with intentional effort to make sure our client’s plans stay on track.

I love helping our clients and can answer most of the questions that come up in a day. Basically, contact me first and if I don’t have an answer, I will work hard to get you one. Our clients can feel that we are always working in their best interest and are amazed at how much we care About them. I often hear “thanks for going above and beyond” which is what SEPARATES our team from the service AVAILABLE at other institutions.

It’s about the customization and personal touch that we can provide.

Together our team offers guidance on investments and insurance, basically all things money.
Our real goal is helping our clients plan for, and live out, the LIFESTYLES they dream about.
I work hard everyday and I love my job, because I love our clients and I love seeing them happy and successful!

-Michelle