Michelle has over 30 years of experience in the financial services industry. She has gained valuable insight regarding income planning for retirees and risk analysis for clients. Michelle is passionate about developing a long-term relationship with her clients and watching them succeed through their financial journey. Michelle has dedicated her career to adding value in the following areas:
- Investment Risk Analysis
- Retirement Income Planning
- Developing close relationships with clients
When away from the office, Michelle and her husband, Jon, can be found spending quality time with her extended family of nieces and nephews. Along with spending time with family, she finds great joy in riding her motorcycle, golfing and most importantly relaxing by the pool. Michelle looks forward to meeting you and discussing what is important in your financial and personal life!
Educational Background and Professional Designations
Holds Investment Securities Licenses; Series 6 and 63 with LPL Financial
Holds Life and Health Insurance License
Jeffersonville High School, 1989