Michele Maki

Michele Maki is a seasoned professional in wealth management and client services, currently serving as a Wealth Management & Retirement Planning Associate at Edelman Financial Engines since May 2018. Prior experience includes a role as Senior Client Services Manager at Financial Engines from September 2016 to April 2018, and a decade-long tenure at The Mutual Fund Store, where Michele held various positions, including Client Services Manager and Traveling Manager for the Live Events Team. Responsibilities encompassed managing a branch location serving the western region of the Kansas City metro area, coordinating educational events, and developing strong client relationships. Michele holds a Bachelor of Science degree in Psychology from The University of Kansas.