08/17/2026
Time for a bit of well-deserved bragging! 🌟
If you’ve been following Michelle’s journey, you might remember that over the last couple of years, she has been consistently adding some incredible accolades to her name. In her very first year, she earned her FPQP® para-planner designation. Then, just a few short months ago, she conquered the SIE exam. Either one of these milestones is a massive achievement on its own, driven entirely by Michelle’s deep desire to expand her expertise and better serve our clients.
True to her nature of always raising the bar, she took things a massive step further last week by passing her Series 7 exam! This is truly above and beyond the standard expectations for her role, and it perfectly highlights her dedication to our clients, our community, and her professional growth.
This list of acronyms and exams only tells part of the story, however. What I am most proud of is her work ethic, curiosity, and commitment to learning that led her to these accomplishments. She has continued to challenge herself, master new concepts, and raise the bar!
I am so proud of you, Michelle-congrats on this massive milestone! 🎉👏