Michelle Morrison

Operations/client Relationship Manager at Mainsail Financial Group

Michelle Morrison is an experienced client relationship and operations manager currently at Mainsail Financial Group since February 2022, where successful oversight of custodial conversions and acquisitions is complemented by daily operational management. Prior roles include General Manager at Planet Fitness, where Michelle recruited and trained staff while ensuring customer service excellence, and a Community Engagement and Special Events Coordinator at Washington Autism Alliance and Advocacy, responsible for event planning and volunteer management. With a Bachelor’s degree in Psychology from Washington State University, Michelle has also contributed to organizations such as United Way of King County and various customer service roles, consistently demonstrating skills in leadership, organization, and community engagement.

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Mainsail Financial Group

Your dedicated fee-only Bellevue financial advisory team for your retirement, your family, and your legacy. Advisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser.


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