Michelle has been with Gage Wiley since 2001, bringing over two decades of expertise in
delivering exceptional customer service and operational support. As an experienced and
dedicated Client Services Manager, she manages client administration, works closely with
financial advisors, and provides comprehensive transactional support to ensure seamless client
experiences. Michelle takes pride in her strong communication skills, meticulous attention to
detail, and unwavering client-first approach that has made her an invaluable team member
throughout her tenure with the firm. Her extensive experience in financial services operations allows her to efficiently navigate complex client needs while maintaining the high standards of
service that clients expect.
Michelle holds the Financial Paraplanner Qualified Professional designation, demonstrating her commitment to professional development and regulatory compliance in serving clients
effectively.