Planning Associate
Legacy Financial Strategies is thrilled to introduce our newest team member, Michelle Pace. Michelle joined our firm in April of 2023, bringing with her a wealth of experience from her 15-year career in the entertainment industry and customer service leadership. Michelle serves our clients and supports advisors as a Planning Associate, utilizing her expertise in customer service and analytics.
Michelle’s passion for finance started during her studies at the University of Washington, where she earned her Bachelor of Business Administration focused on Finance. In 2022, Michelle passed the CERTIFIED FINANCIAL PLANNER™ exam and is currently pursuing her designation.
“I’m excited to be able to build on my education in corporate finance by working and growing with a firm that excels in personal financial planning. I’ve spent the last couple of years fine-tuning my studies to become a CFP® professional and Legacy’s culture and reputation were a perfect fit,” said Pace.
When Michelle isn’t helping clients plan for their financial futures, she enjoys spending time with her friends and family, exploring new places, and indulging her hobbies of cooking and hunting for vintage furniture pieces. She is also the proud owner of an active German Shepherd dog who keeps her on her toes.
We’re excited to welcome Michelle to our team and look forward to the expertise, enthusiasm, and positive energy she brings to Legacy Financial Strategies. With Michelle’s help, we’ll continue to provide the high level of service and planning customization our clients expect.
Email Michelle: michelle.pace@legacykc.com
