Michelle Elliott

Chief Operating Officer & Sr Client Service Manager

Michelle has been in the financial industry since 1994 and brings her professional finance experience and leadership skills to the Kowalski Financial team. Michelle has earned Series 7, Series 63, and Series 24 registrations and is also life insurance licensed in the state of Minnesota. Michelle is responsible for many of the investment transactions that happen within the organization. Michelle enjoys traveling the world with husband Jim and son C.J. Their family goal is having as much fun as possible together.

"Being a part of Kowalski Financial provides me daily with unlimited perks. I love the team I work with; I love to hear joy in people’s stories when things are going well and being able to provide assistance or encouragement when they need a lift. I gain daily wisdom which I apply to my own life. Watching clients retire and live out their best lives is magical. Overall, having a positive impact on client’s lives is so rewarding. I am blessed to be a part of something sensational. "
- Michelle Elliott