Michele is the lead advisor for Palmdale, California region with over 30 years of advisory experience, joined the network in 2010. Michele currently has $1.3 Billion AUA with corporate retirement plans. Michele is very innovative with all her clients and works with them to provide customized strategies for their retirement plans. She is very hands on with her plans/participants, involved in educational meetings for employees and providing fiduciary training to their committees. Early in her career when with Lincoln Financial she received various awards such as Presidential Partner, Presidential Council, and Executive Council from 2000-2007. She was also recognized as one of the 2016,2018, and 2020-2022 Top Women Advisors by the National Association of plan Advisors (NAPA). Michele earned her series 7 and 63 registrations and Certified Plan Fiduciary Advisor (CPFA). The National Association of Plan Advisors, a branch of the American Retirement Association, has put out a list of women advisors who are making significant contributions to a male-dominated profession. The list includes 3 categories of advisors, all chosen based on qualitative and quantitative responses related to their retirement plan practice and their experience throughout their career in the industry. The three categories include:Captains: All-stars who happen to be principals, owners, or team captains of their organizations.All-Stars: Top producers who have their own practice.Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).