Michele is the President and founder of MDG Legacy Advisors, Inc. In her wealth advisory practice, she works with individual investors and their families. The mission of her practice is to work closely with clients to help them pursue financial strength and a confidence in the future by making informed financial decisions.
Her career in financial services began in 1994. Considering herself a student of the industry she never stops learning about the dynamics of her profession. Michele has developed her skill set learning from leaders of the trade, achieving advanced designations, then applying all she learns to provide advice to her clients. Her experience with the banking and the investment field lends itself to a comprehensive understanding of the financial industry. In all that she does, integrity and service excellence are at her core.
In her personal life, Michele treasures her husband, her three adult children, extended family, friends (human and pets), church and community. She spent many years training in classical ballet along with other dance forms that instilled discipline and focus. She enjoys an active lifestyle, gardening, hiking, and exploring, playing games and loves to laugh. She is fascinated by different cultures and would love to travel the world.
California Insurance License #0D04470
(11/20)