Our team’s goal is to help every client organize and simplify their finances, so they can spend more time enjoying the life they’ve created.
Renée is a founding partner of Sweeney & Michel, LLC and has been with the team since 2003. She graduated from the University of …
Joe is a founding partner at Sweeney & Michel, LLC and has been with the team since 2010. He graduated from the Azusa Pacific University …
Katie is a Financial Advisor and the Sweeney & Michel team paraplanner. She supports the advisors in all aspects of the financial planning and client …
Karla is the client services manager for the Sweeney & Michel team. She is the primary contact for appointment scheduling …
Gloria is the client services associate for the Sweeney & Michel team. She is able to assist clients with account maintenance …
