Private Wealth Associate
Michelle Johnson: As a Private Wealth associate on the operations team, Michelle is primarily responsible for daily account servicing, processing client account requests and other related operations. She leads the client relationship management infrastructure and other tools to engage with clients. Michelle works closely with Wealth Advisors to ensure client satisfaction is at the forefront of every process.
Michelle has over 20 years of experience in the financial industry. Prior to joining the team, she served high-net worth investment and insurance clients in Columbus, OH and the Greater Chicago areas. Michelle holds a BS in Finance from Franklin University and a BA in Business Management and Communications from Concordia University. She currently holds the Illinois Life and Health Insurance Producer, Series 6 and 63.
Michelle enjoys spending time with her family; which includes her husband Jay, two children, Tyler and Alexandra, and her dog Prada. She also enjoys traveling, especially to Canada, outdoor activities and reading all genres of books.