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Financial Advice that Makes the Complex Simple.

Meet Michele

 

Michele has been with the Carson Wealth team for nearly three decades. Her open communication skills and passion for serving clients make her an asset to our team as a Wealth Advisor.

Prior to joining the Carson Wealth team, Michele spent time in service and operation roles, honing her skills of relationship-building and rapid response to client requests. Her Wealth Advisor role has expanded over the years as she’s demonstrated her impressive abilities.

Michele holds her Series 65 registration with CWM, LLC and enjoys working with families to help them develop their path to define and find their financial freedom. She has the experience and tools necessary to help clients at any stage of life to build an effective financial plan.

A Carroll, Iowa, native, Michele married her husband in 1974. They’ve lived in Omaha since 1993. Outside the office, she enjoys spending time outdoors and tries to get outdoor activity in whenever she travels. Her favorite vacations are skiing in Colorado and snorkeling in the Caribbean.

Michele Schreck is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

 

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.