Michele joined the Carson Wealth team in January 1993 working with Ron Carson to provide a high level of service and assistance to all clients of the firm. She holds her Series 7 registration with Cetera Advisor Network and her Series 63 and 65 registration with CWM,LLC.
Over the years of Michele’s career at Carson Wealth, she has met with a select group of clients each year for their annual portfolio review meetings. She has steadily increased her Wealth Advisor role to become more involved in helping our clients pursue their financial goals.
Michele also has a strong background in service and operations having supervised the Operations Team for many years helping to ensure the accurate and timely response to our clients’ service needs.
In previous positions, Michele has been an Office Manager for a small manufacturing company and Employee Benefits Administrator for a large automobile dealership that employed over 100 employees in several locations.
Michele grew up in Carroll, Iowa and married in October 1974. Her husband is a retired meat cutter, having worked full-time in the industry for over 30 years. Their careers have taken them to Fremont, Nebraska; Beaumont, Texas and now Omaha, where they’ve lived since 1993.
Michele loves the outdoors and tries to incorporate outdoor events in her travels, whenever possible. Some of her favorite times include skiing in Colorado with her family and snorkeling in the Caribbean.
Getting to know Michele
Favorite food: Anything CHOCOLATE!
What motivates Michele: Getting up to a new day is very motivating for Michele. She truly enjoys seeing what new things each day will bring. She thinks she has a very positive attitude and likes to challenge herself to learn new things, meet new people and be the best at what she does.
Biggest accomplishment: Michele told Ron during their first interview that she was looking for a position and employer that she could retire from. She was fairly young when she made that statement and therefore she feels that is a major accomplishment. She still enjoys coming to work every day just to see what the next challenge will be.