Michelle LeCates

Michelle LeCates has been in the financial services industry since 1995, beginning their career as the Director of Institutional Client Relationships at Schwab Retirement Plan Services. In this role, they were responsible for providing full-service plan administration, recordkeeping, investments, communications, plan document, and trustee services for large to jumbo size plans. In 2007, Charles Schwab acquired The 401(k) Company, which Michelle was a part of. In 2012, Michelle began working as the VP of Business Development & Marketing for July Business Services, a financial technology retirement plan services company. Her responsibilities included customizing products and plan design, as well as implementing easy to use proprietary software solutions.

Michelle LeCates has completed two Bachelor's degrees. From 1989 to 1993, they attended Tarleton State University, where they earned a Bachelor of Business Administration in Marketing & General Business. From 1996 to 1998, they attended Park University, where they earned a Bachelor of Science in Accounting. Additionally, they have obtained three certifications from the American Society of Pension Professionals and Actuaries: Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC), and Qualified Plan Administrator (QPA).