As a Client Service Associate, Michelle supports Vivaldi’s advisors and their clients to help them achieve their investment and financial planning goals. Prior to joining the firm in 2024, Michelle served as a CSA at Fiducient Advisors, servicing high net worth clients, large family offices and institutional investors. Michelle graduated from Michigan State University in 2015 where she earned her Bachelor’s degree in Finance. Michelle has 9 years of experience including obtaining her series 6 and series 63 licenses. When she’s not working, Michelle loves to find new coffee shops and explore the city with her dog Roscoe.