Michelle D. Gomez
Administrative Associate
Meet Michelle
Michelle graduated from California State University, Fresno with a degree in Business Administration. She is a Notary Public.
Michelle has been with BWMG for over 9 years serving as an Administrative Associate. Her duties include trading, account balancing, maintaining tax planning and Morningstar software, along with tracking of Required Minimum Distributions. She is also available to assist with account openings, fund transfers and other client account servicing needs. In addition, she provides support to the firm’s advisors by handling key administrative and servicing functions.
CONNECT WITH US TODAY
Explore solutions together. Let’s navigate the universe of retirement planning and tailor a journey that aligns with your unique needs. Together, we'll chart a course to success among the stars!