Michele brings years of specialized trust experience, seasoned with a passion to care for her clients, as a Senior Trust Administrator at Prairie Trust. 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.
Having a bachelor’s of business administration degree in finance and economics as a solid basis, Michele 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 Fiduciary Advisor (CTFA). The CTFA designation 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 as a member of the Waukesha County Estate Planning Council.
Michele strongly believes in giving back to the community. She is on the Board of Directors for the Friends of Boerner Botanical Gardens and is a volunteer Big Sister with Big Brothers & Big Sisters of Metro Milwaukee. She and her husband, Greg, reside in Waukesha and enjoy traveling.