Simplified Financial Advice.

Meet Michelle


Michelle strives to be caring, efficient and reliable in her role as our Director of Operations. She centers all her efforts on serving the needs of our clients and is an asset to our team.

Michelle graduated from college with a degree in Economics with a minor in Marketing. She has more than two decades of experience in the financial services industry and often draws upon her vast experience in her marketing duties.

Outside of work, Michelle thrives in her role as Mom to her college age twins. She enjoys traveling – especially to beach destinations!