Before joining RetireOne’s Advisor Solutions Team when RetireOne launched in 2011, Michelle was with AEGON/Transamerica for 13 years. For over a decade, she worked with fee-only Registered Investment Advisors, providing assistance and expertise in Contingent Deferred Annuities and Variable Annuity solutions.
She has an Associate Degree in Computer Information Systems from Jefferson Community and Technical College in Kentucky, and has completed several courses over the years relating to administrative and customer service support, as well as LOMA online training courses on Insurance and Annuity products.
Michelle prides herself on working with integrity as a team player, and focusing on the growth and success of the company as her priority.