Michelle has 15 years of experience in the financial services industry in various roles including retail bank management and providing investment guidance. Since obtaining her CFP® designation in 2017, she has helped many individuals, families, and business owners create a clear roadmap of their goals and objectives through personalized financial planning. Michelle is passionate about empowering clients to take ownership of their finances, whether they are just getting started in their career, planning for retirement, or leaving a legacy to their loved ones.
Michelle is a native of the Northern Virginia area where she currently resides with her husband, David, young son, Jaxon, and their three dogs. She has volunteered with several animal rescue organizations and even couriered two puppies from Potcake Place in Turks & Caicos to find their forever homes, one of which her family adopted. Michelle loves to travel and has visited over 20 countries. On the weekends, you can find her trying new local restaurants and exploring nature trails.