Money Doesn’t Have to Be Complicated

Meet Michele

Michele Taylor Operations Specialist has nearly a decade of experience in the financial service industry. Before joining Carson Wealth, she worked at Penn Mutual Life Insurance for 7 years as a Senior Representative. During her time in this role, she handled and processed complex transactions in a support role to financial advisors for the benefit of their clients. She also provided high -quality customer service and support to the advisors and clients she spoke with each day.

Michele has joined the Operations team to assist and provide the best experience to our clients. She is highly motivated by helping others, and most known for her consistent positive attitude. During her time away from the office Michele enjoys traveling, exploring new restaurants, and cherishing the time at home with her husband and children.