Michelle L. Smith FPQP™ began her career at WestPoint Financial Group in 2012 in the Compliance Department. In 2017, she transitioned into the role of Executive Assistant for Josh Plank and Greg McRoberts. She currently is the Executive Coordinator and Registered Client Manager for Joshua R. Plank, supporting him with both his financial practice and his responsibilities as co-Managing Partner and head of Recruiting.
Michelle holds a Bachelor of Science degree with a double major in Business Management and Human Resources from the Kelley School of Business. She is licensed in Life and Health Insurance in Indiana and holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation, along with Series 7 and Series 63 securities registrations. Before joining WestPoint, she served as a Registered Sales Assistant for a former MassMutual agent from 2000 to 2012.
Michelle and her husband, James, are both veterans and live on the west side of Indianapolis with their two daughters, Lauren and Alandria, and their Miniature Pinschers, Mars and Avery. In her free time, she enjoys reading, researching genealogy, spending time with family, and pursuing her passion for lifelong learning.
