Michelle is the Client Relationship Manager and has been with the firm since 2012. She strives to provide an exceptional service experience to the team and the clients she serves. Michelle is primarily responsible for account maintenance, client service, and supporting our advisors in the preparation of financial plans. Michelle is currently working on completion of the Certified Financial Planner certification through Kaplan University.
Michelle Hagman graduated from Millikin University with a Bachler of Science Degree in Music and Business. With over 20 years’ experience in Customer Service she finds working with clients to be the most rewarding. Prior experience includes working for Murdoch Magazines as a District Sales Manager, Attendance Coordinator with Education Masters, and Office Coordinator with Marvin Design Gallery.
During her free time, she enjoys spending time with her husband Dave and their two sons; Connor and Adam. Her family lives in the far Northwest suburbs in Lake County where she’s volunteered in the community coaching and teaching religious education classes. Michelle enjoys hiking the local, state, and National Parks. During the warmer seasons she enjoys playing pickle ball.