Before joining Up The Graph Financial Group TM, Inc. in 2020, Michelle worked in financial services for over 15 years. She has held a wide variety of positions, including Financial Paraplanner, Compliance Administrator, Internal Wholesaler and Portfolio Administrator, providing her with a diverse skillset and well-rounded understanding of the industry. What she enjoys most about the industry is serving clients and helping them to achieve their financial goals. She holds a bachelor’s degree in business management and finance and a master’s degree in psychology.
In her spare time, Michelle can be found supporting others in her own business offering executive, business and leadership coaching. She is a passionate life-long learner who studies a wide variety of topics, loves writing, and spending time hiking in the mountains with friends. Originally from New York, Michelle has fallen in love with California and currently resides in Costa Mesa.