Michelle joined Wiklund and Bond in 2002 after graduating from Oakland University with a Bachelor of Science in Marketing degree, minoring in General Business & Communications. Her primary job duties include conducting trades as directed by our advisors, preparing allocations and rebalancing trades and preparing investment recommendation models as directed. She also helps with client meeting preparation, processing and tracking client paperwork, completing service requests, data entry, and is the point person for many of our health benefit programs after obtaining her licensure in Life and Health Insurance. Her caring nature and friendly personality are key components of the great customer service she provides.
Happily married and enjoying life with 2 young children keeps Michelle exceptionally busy though she somehow finds time for fitness and friends.