As a New Client Manager at VestGen Wealth Partners, Michelle plays a key role in ensuring seamless client experiences. She specializes in opening new accounts, facilitating account transfers, assisting with retirement plan rollovers, and providing ongoing support for both new and existing clients. At the start of each year, Michelle creates a review schedule for the year, where clients are scheduled to review their accounts, financial status, financial goals, and discuss life happenings. She also assists with account updates as needed. Committed to exceptional service, Michelle takes great pride in building relationships with clients and delivering the highest level of support.
Michelle joined Martin Financial Group in 2006 and continued her journey there as the firm transitioned into VestGen Wealth Partners. She earned her Bachelor’s degree in Business Administration–Finance from Missouri Western State University. Michelle holds an Insurance License and is a licensed notary in the state of Missouri.
Michelle and her husband, Jesse, are blessed with their daughter, Mya, who keeps them active and full of life. In 2023, their family grew with the addition of Hadley, a lovable Bernedoodle. Michelle enjoys spending time with friends and family, riding UTVs and ATVs, attending car races, and cheering on the Kansas City Chiefs.
