Michelle joins the Vintage Wealth team as part of her decade long dedication to wealth management and client relationship management. In another life Michelle was a Service Manager at Wells Fargo for 15 years. Her many certifications and recognition awards include LPL Paraplanner Certification and California Insurance License # 0M15227.
Her dedication to serving clients comes from a love for her family. She enjoys trying new foods and fun adventures with her two kids, Aidan and Abigail, and her biggest kid, her husband Sam.
Interests: Food, Disney memorabilia, Warriors Basketball, and movies. She speaks fluent Mandarin Chinese and plays piano when no one is nearby.
Inspirational quote: “Happiness is when what you think, what you say, and what you do are in harmony” – Mahatma Gandhi