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Michelle - COO.webp

COO

Michelle Joined Star Financial 2021 after 10 years at Bank of America in several different roles and three years at Merrill Lynch in operations. Michelle is dedicated to creating time for clients and believes it is essential to providing superior wealth management. 

Michelle

Michelle Joined Star Financial 2021 after 10 years at Bank of America in several different roles and three years at Merrill Lynch in operations. While assisting with clients, she temporarily took on the role of Integrator and spearheaded the company’s implementation of the Entrepreneurial Operating System.  Michelle is dedicated to creating time for clients and believes it is essential to providing superior wealth management. She finds that the time she strives to manufacture for clients can free them from needless worry and help them focus on the people and passions that bring them joy and fulfillment. Michelle is currently working on obtaining her Retirement Income Certified Professional (RICP) certification to better serve clients in planning for retirement. Outside of the office Michelle enjoys hiking, playing and watching basketball, and spending time with her family.

Contact Michelle

I'm always looking for new and exciting opportunities. Let's connect.

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421 W. Riverside Ave.

Suite 340

Spokane, WA 99201

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