Michelle is an Associate Planner at Heritage. She supports client review meetings and all aspects of financial planning and client service.
Prior to joining Heritage, Michelle managed a team of compliance analysts at LPL Financial. Prior to LPL, she worked at TD Ameritrade on the trade desk as a senior relationship manager.
Michelle has a Bachelor’s Degree in International Business and a minor in Finance from San Diego State University. Michelle currently holds the FINRA General Securities Representative (Series 7), 66, and 24 securities licenses and is in the process of pursuing her CFP designation.