Michele joined Ellenbecker Investment Group in June of 2022 as a compliance consultant with over twenty years of experience in the financial services industry. In March of 2023, she assumed the role of Chief Compliance Officer and Director of Business Services at EIG.
Michele holds a bachelor's degree in Finance from the University of Wisconsin – Milwaukee and is a member of the National Society of Compliance Professionals (NSCP). Previously, she was a Vice President at Robert W. Baird & Co. where she was a Compliance Officer. During her twelve years there she conducted branch office visits, responded to regulatory inquiries and maintained the compliance policy manuals for employees and supervisors. She has also worked as a compliance consultant to other RIA firms in the area. In addition, Michele has passed the FINRA Series 4, 7, 8 (9-10), 24, and 63 exams.
Michele lives in Oconomowoc with her husband and two adult children. She enjoys spending time with her family and friends, traveling, interior design, and playing tennis.