Please provide your information and submit this form. Our team will be in touch with you shortly.
Michelle Davila is a Client Services Manager at Aspen Wealth Management. In her role, she is integral to the office’s administrative operations, handling the onboarding of new clients, setting appointments, and preparing reports and paperwork for client meetings. With 27 years of professional experience, Michelle ensures that clients’ current needs are met and supports the Aspen team in delivering top-notch financial services.
Michelle joined Aspen Wealth Management in September 2013 and quickly became known for her servant attitude and ability to connect with clients. Her extensive experience in administrative roles has made her exceptionally skilled in managing office operations, greeting clients, and staying updated on their life events. Her creativity and problem-solving skills have facilitated smooth office functions, allowing advisors to focus on the financial aspects of clients’ lives. She is always willing to put in the effort and get her hands dirty to make sure the office runs smoothly and efficiently.
Michelle’s passion for her work began in 1997, and she has found a fondness for the administrative side of financial services ever since. She lives by the mantra “Things will always work out, one way or another,” which resonates with her optimistic and determined nature.
Outside of her professional life, Michelle is a devoted mother who enjoys supporting her children’s activities. Her son is in the band at Aledo High School. Her daughter is studying sustainability at the University of Texas—Austin, and another daughter works for Southwest Airlines scheduling pilots. Michelle also enjoys gardening and spending time with her beloved Pug, Moe.