For over a decade, Michelle has seen incredibly bright people unknowingly neglect financial blind spots. She is passionate about empowering women and families to optimize their financial lives. It’s all about making your money work for you to live a more fulfilled life!

Michelle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and completed Georgetown University’s Executive Certificate in Financial Planning program. She started her career at notable wealth management firms in the DC area helping high-net-worth families, and then grew prominent financial planning startups that specialize in helping those typically overlooked by the industry. She enjoys bringing the best of both worlds to her clients.

Michelle grew up in North Carolina and moved around a lot with her husband, Bill, who is a fighter pilot in the Navy. They have a daughter and high energy dog. Michelle loves spending time with family, traveling, scuba diving, skiing, attending concerts, checking out local coffee shops, and volunteering in the community.