Our Team

Meet Our Team

Teams

  • Disability Advisory Services
  • Wealth Management

Locations

  • Kenai

Roles

  • Client Services

Michelle McGlasson

Client Service Associate

As a Client Service Associate, Michelle aids clients with time sensitive tasks and client directed requests. In working closely with Client Services Associates and Wealth Managers, she ensures the administrative aspects of a client’s comprehensive wealth plan are implemented.  Michelle’s close attention to detail and execution of daily tasks provides our clients with worry free solutions to some of their daily stressors.

MOST TREASURED THING I OWN

Family photos are my most cherished possessions. My three children and eight grands fill our photos with precious moments of growth and laughter.

HOBBIES

I enjoy spending as much time as possible with my grandchildren, hiking, snowmobiling, and beachcombing.