Michelle serves as the Administrative Assistant and Tax Flow Associate, where she plays a vital role in ensuring smooth day-to-day operations and a welcoming client experience. Michelle is known for her warmth, professionalism, and attentiveness. Her commitment to high-quality service makes her a valuable part of the team and a trusted resource for both clients and colleagues.
Michelle’s core responsibilities include managing the front office, supporting and servicing our clients, providing general administrative support across the firm, and assisting with special projects as they arise.
In her tax role, Michelle organizes and manages incoming tax data, and tracks the status of returns to keep everything on schedule. She provides valuable service and support to our clients and to the other members of the tax team.
Michelle also supports our attorneys and paralegal in a variety of areas, including estate planning, estate settlement and trust administration. She handles a variety of administrative duties, including meeting and documentation preparation for signing appointments, assembling estate planning binders for clients, managing scheduling for client meetings, and serving as a witness or notary for legal documents. Additionally, Michelle assists with special projects as they arise, providing high-quality service with a positive attitude.
Outside of the office, Michelle enjoys spending her free time with family and friends. She is passionate about crafting and animals, especially her 13-year-old American bulldog mix, Wrangler.