Michelle plays a vital role at Sterling Bridge by overseeing our new client onboarding process. She works diligently to open and fund new accounts in a timely and efficient manner, guiding clients through each step with professionalism and care. With a strong background in customer service, Michelle brings both warmth and precision to her role. Her keen attention to detail, organizational skills, and commitment to excellence ensure that every new client enjoys a smooth and seamless transition into the Sterling Bridge family. She is often one of the first touchpoints for new clients, and her ability to blend efficiency with genuine connection helps set the tone for long-lasting relationships.
In addition to her operational expertise, Michelle is known for her approachable nature and willingness to go the extra mile to make clients feel comfortable and confident in their financial journey. Her behind-the-scenes work is critical in supporting the advisory team, allowing them to focus fully on strategy and planning, while she ensures that all the foundational details are handled with care.
A proud Pinellas County native, Michelle has deep ties to the community she calls home. Outside of work, she enjoys traveling to new places, attending live theatre performances, and reading a good book. Above all, she treasures spending quality time with her two sons, creating lasting memories together.