Michelle Collins

Client Service Administrator

With a strong foundation in the insurance industry and a passion for delivering exceptional service, Michelle brings a client-first approach to every interaction. As a Client Service Administrator, she supports clients with care, precision, and a commitment to ensuring a smooth and positive experience throughout their financial journey.

Known for being detail-oriented and highly responsive, Michelle works closely with advisors to help clients navigate the complexities of wealth planning, always making service and support a top priority. She understands that each client’s situation is unique and strives to build lasting relationships based on trust, integrity, and clear communication.

In addition to her role in wealth management, Michelle is a commissioned Notary Public, offering added convenience and peace of mind for clients who require notarized documents as part of their financial planning.

Whether assisting with account administration, helping to clarify the next steps in the planning process, or simply ensuring that no detail is overlooked, Michelle is dedicated to delivering service that reflects the highest standard of professionalism and care.