Client Service Manager

Michelle helps Triune’s advisors by organizing and updating clients’ account balances and insurance details for review meetings. She really enjoys working the entire review process, from start to finish. “It’s fun to put all the pieces together!”

She loves being part of the Triune team because “every day is a new opportunity to learn more.”

Michelle says financial freedom is knowing everything is managed and balanced, which reduces stress and lets her enjoy life. Her financial turning point was being able to support causes that are important to her. “It made my heart happy.”