Michele Dole serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Michele acts impartially in managing and distributing your trust property, while always keeping the interests of you and your beneficiaries in mind.
EducationBS, Purdue University, Krannert School of Management, West Lafayette, Indiana
MS, Indiana University, Bloomington, Indiana
Certificate in Financial Planning, DePaul University, Chicago, Illinois
Professional Experience & Areas of FocusStarted in financial services industry in 2001 after a career in the philanthropic sector. Member of Financial Planning Association.
Licenses & Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)