Retirement Planner and Senior Client Service Specialist
As a retirement planner and client service specialist at Telos Capital Management, Inc., Michelle works closely with new and existing clients to help identify their current and future income needs. She works directly with Telos Financial Advisers to manage and implement income- and tax-optimized strategies for clients, and prepares customized retirement plans to help investors reach their goals. Michelle also provides service to clients on a daily basis in assisting with personalized portfolio questions and supports them with various requests. Additionally, she is responsible for training and assisting other employees on various aspects of customer support needs. Michelle has a degree in family financial planning from the University of Georgia.
Prior to joining the Telos team, she began her career in finance working for AXA Advisors in 2010, where she specialized in retirement and insurance planning. She completed all the coursework required to take the Certified Financial Planner designation exam by taking post graduate classes also at the University of Georgia, and received her CFP® (CERTIFIED FINANCIAL PLANNERTM) certification in November of 2014. She formerly held a California Life Insurance License, as well as Financial Industry Regulatory Authority (FINRA) Series 7 & 66 licenses. Michelle is married to a US Navy Chief Petty Officer, and resides in the San Diego community. She enjoys spending time with her family, coaching track & field and traveling.