Michelle Poston
Partnering with you to create an awareness of what is financially possible and build wealth with a purpose
- Role
- Wealth Manager at Infinitas, Llc
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Michelle Poston
My passion is to help people discover the future they desire and through comprehensive…
Experience
Wealth Manager
Jul 2009 — Present · Overland Park, KS, US
I work with our amazing clients to help them live their best life by working together to reach their goals. We utilize a strategic comprehensive financial planning process and hold ourselves to a high standard of service. We can assist clients with savings for various long and short-term goals, tax planning, estate planning, minimizing risk, legacy planning, and education planning. We also specialize in executive compensation. During my tenure with the Carpenter team I\'ve also assisted in the operations. Including, hiring, training, and managing the staff. Running the day to day operations and making sure we continue to provide excellent service to our clients.
Skills
- Financial Services
- Client Services
- Wealth Management Services
- Operations Management
- Management
- Investments
- Project Management
- Tracking Systems
- Series 66
- Portfolio Management
- Social Media
- Event Planning
- Organization
- Series 7
- Life & Health Insurance Licenses
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