Michelle Cohen

Lead Client Service Associate
  • Graduated from Texas Tech University Rawls College of Business with a degree in Business Management in May 2015

  • 3+ years of Client Service and Insurance experience, responsible for managing insurance administrative responsibilities and working closely with all Advisors to assist with client requests 

  • Holds a Texas Life Insurance license 

  • Currently enrolled in the Rice University’s CERTIFIED FINANCIAL PLANNER™ Certification Education program and plans to sit for the CFP® Certification Exam

  • Plans to peruse her securities licenses in the near future 

  • Outside of the office, Michelle enjoys cooking, traveling and spending time with family & friends