Michelle Moonen joined The Sims Financial Group, Inc. in 2012 and serves as Office Manager. Michelle is responsible for managing the day-to-day operations of the firm, which includes all aspects of financial forecasting, resource allocation, and fund management. Michelle also serves as the informational liaison to the staff and advisors of The Sims Financial Group, Inc.
Michelle brings 18 years of bookkeeping experience to the firm. She has implemented policies and procedures to ensure that The Sims Financial Group, Inc. is a premier financial firm in the industry. In addition, to her Office Manager duties, she has obtained her Life, Accident, and Health Insurance License to allow her to understand the business better as well as serving as a Financial Services Representative at The Sims Financial Group.
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