
Michele Palmer
Office Assistant
I am passionate about serving others and finding ways to relieve stress for those around me whenever I can. Helping people brings me joy, whether it’s through simple acts of kindness or offering support in meaningful ways. I’ve always wanted to be in the field of helping others and I thought I’d see myself in the behavioral therapy field, but I have a deep appreciation for the financial industry because this is where most people seem to have the most stress. Now I get to use my skills to help people who are looking to nurture their financial habits to prepare for a lifetime of financial wellness. I am always looking to expand my knowledge as I believe growth is a lifelong journey. I am currently studying for my Securities Industry Essentials Exam to obtain a license,
Beyond my professional interest, I have a heart full of love for my family and animals. I appreciate the beauty of the world and I’m always looking for my next adventure. Traveling with my family is one of my greatest joys as it allows us to create unforgettable memories while experiencing new cultures and perspectives. Whether in my home life or work life I strive to make every moment meaningful and positive.