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Michele started with Prairie Trust in October 2014. She brings years of specialized trust experience, seasoned with a passion to care for her clients, as a Senior Trust Administrator. She handles the many details involved in day-to-day trust administration including the interpretation of trust and legal documents, opening and closing accounts, beneficiary distributions, asset transfers and bill paying. Michele enjoys working closely with her clients to ensure that their financial needs, goals and objectives are being met.
Prior to joining Prairie Trust, Michele was Vice President and Trust Officer for Marshall & Ilsley Trust Company and BMO Harris Bank for 25 years.
She earned her Bachelor of Business Administration Degree in Finance and Economics in 1987 and has attended a number of specialized courses in advanced trust administration over the years. This has culminated in her attainment of the well-respected industry designation of Certified Trust and Financial Advisor. The Certified Trust and Financial Advisor designation®(CTFA) requires ongoing education in the fields of finance particular to trust administration as well as a strict code of ethics. Michele also participates with her peers locally as a member of the Waukesha County Estate Planning Council.
Michele believes strongly in giving back to the community and has volunteered with many local organizations throughout the years. She and her husband, Greg, reside in Waukesha. While not working they enjoy traveling, attending arts programs and spending time with family and friends, especially their grandchildren.