We’re starting off 2020 the right way – by adding a new team member! We’d like to introduce you to the newest member of your advisory team, Michelle Lum. Michelle will be joining SPP as a Planning Analyst.
We had the pleasure of being introduced to Michelle by a friend of the firm and, in getting to know her over the past few months, we know she’ll be a fantastic addition to the SPP team and will further enhance what we can do for clients. In addition to having a deep technical background, Michelle has a calm and thoughtful demeanor and tireless work ethic. An attorney by training, Michelle most recently spent several years working for CIBC Private Wealth Management as a Wealth Strategies Analyst and earned her CFP(R) designation in December 2018.
We were so excited about the opportunity to add Michelle to the team that we even overlooked the fact she’s a Marquette alum (as a U of Wisconsin-Madison grad and rabid college basketball fan myself, this was no easy task).
You can read more about Michelle and her path to Single Point in the below post. We’re confident you will all enjoy working with and getting to know Michelle over the coming months!