Michele Brehm Email & Phone Number

As an Associate Wealth Advisor, I partner with a team of professionals to provide comprehensive financial planning and investment management services to individuals and families. My passion is to help clients achieve their financial goals and aspirations, while building long-term and trusting relationships. I work with clients to understand their story, objectives and needs, and guide them through life's complexities with clarity and confidence. I am proud of the results I have contributed, such as increasing client retention, satisfaction, and referrals, as well as growing assets under management. I am always eager to learn new things, improve my skills, and collaborate with others to deliver value and excellence.

Listed skills include Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, and 15 others.

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  Michigan State University

  Finance, General