Michelle Poston

Wealth Manager @Infinitas, Llc

Overland Park, KS, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2009 — Present

Wealth Manager @Infinitas, Llc

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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 ServicesClient ServicesWealth Management ServicesOperations ManagementManagementInvestmentsProject ManagementTracking SystemsSeries 66Portfolio ManagementSocial MediaEvent PlanningOrganizationSeries 7Life & Health Insurance Licenses

ABOUT MICHELLE POSTON

My passion is to help people discover the future they desire and through comprehensive…

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