Michele began her financial services career as a Financial Advisor Assistant in Lee’s Summit, Missouri in 2005. She obtained her series 6 license in 2009 to work as a Junior Advisor, and then continued on to receive her Series 7 and 66 in 2011 to become a Financial Advisor. She has been with Equity Bank since 2017.
While Michele maintains expertise in most areas of financial services, she specializes in the Retirement Market, including Qualified Retirement Accounts, Traditional IRAs, Roth IRAs, and Rollovers.
Michele earned her Bachelor of Science degree from the Park University in Parkville, MO. She holds FINRA Securities Registrations 7, 6, and 66 along with her state Life & Health licenses.
Michele enjoys the outdoors, playing with her children and bowling on a league with her husband, Andrew.
Michele primarily covers our Lee’s Summit, Overland Park, and KC Northland branches.