Michelle Daniel

Registered Assistant

Meet Michelle Daniel, our new Registered Assistant!

Michelle joined Sara's team in August 2020 and has been in the financial industry since 2015.  She began her financial career as a Paraplanning Intern at Opus Financial Advisors before going on to work for corporate firms Fidelity and Morgan Stanley.  Michelle now performs a wide range of administrative and operational support duties for Opus Financial Advisors and for Sara's team and client base. She provides exceptional customer service and a deep technology competency.

She is essential to our greater firm's organization, efficiency, and long-term vision. 

Michelle speaks fluent Spanish and is excited about bringing financial literacy resources to community residents that speak English as a second language.

Originally from New England, Michelle is a Tar Heel by marriage and enjoys spending time with her husband and 4 children.  She particularly appreciates heading outdoors with the family in search of adventure and is waiting with bated breath for Marvel's next big hit.

She holds a BS in Organizational Management and Project Management, Colorado Christian University.

Phone 704.658.1040
Fax 704.973.9717