Michelle joined the team in April 2016. She works as an assistant to the advisors, helping with client care, bookeeping, and records managment.
Michelle studied business administration and economics at the University of Portland and Eastern Oregon University, and then spent over ten years working as a legal assistant in a law office.
When not at work, Michelle enjoys camping, boating, and spending time outdoors with her husband and children.
Michelle acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.