“Sometimes things fall apart, so that better things can fall together.” - Marilyn Monroe
Michelle Daniels is a Salesforce Administrator at Mission Wealth and plays a crucial role in supporting the Technology department while building business processes that drive our success. Her professional and targeted support ensures that Mission Wealth's customer relationship management system runs smoothly and efficiently. Michelle's expertise and attention to detail allow the Technology department to focus on delivering innovative solutions to clients while she leads the design and implementation of custom solutions for our clients.
Learn About Michelle Daniels
Professional Background
Michelle Daniels is a Salesforce professional with over eight years of experience across Sales, Service, and Experience Cloud. She began her career at The Warranty Group, where her initiative in pursuing Salesforce training and certifications led to the creation of a dedicated Administrator role. Since then, she has streamlined processes and built scalable solutions for organizations including Shared Apartment Services and AHEAD. She holds five Salesforce certifications and is known for driving user adoption, improving data integrity, and mentoring future Salesforce professionals.
Personal Pursuits
Outside of work and continuing her Salesforce education, Michelle loves exploring antique stores and thrift shops in search of unique finds. She’s passionate about traveling to new places - one of her favorite adventures was sailing in Greece with friends in 2019. When she’s home in Chicago, you’ll often find her in a coffee shop with Taylor Swift playing in her earbuds. Her favorite holiday is Thanksgiving because it brings together her love of food, friends and gratitude.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.