Portrait of Michelle Daniels

Michelle Daniels

Salesforce Administrator

Based in Lisle, Michelle administers the firm’s CRM platform and develops practical solutions that improve processes, data quality, and collaboration across teams.

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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.

Sometimes things fall apart, so that better things can fall together. - Marilyn Monroe

—Michelle Daniels, Salesforce Administrator

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.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Michelle Daniels

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Michelle and Mission Wealth may be the right fit to support your life and financial goals.