DO YOU THINK YOUR
FINANCES ARE
COMPLICATED?
Can you set aside lots of time in your day to research the best options for your money to work hard for you?
Is there time in your day to review financial options?
Will you have enough money to live on when it comes time to retire? Do you know how much you need?
Are you able to navigate the world of life insurance well?
WHY WORK WITH ME?
Trustworthiness
​
You know you can trust me, that I’ll be honest with you in what you have and what I’m proposing.
Transparency
​
I will let you know the ins and
outs, not hiding anything from you.
Empathy
​
There will be no shame about anything that has gone on in your financial lives. I’ve probably been where you are in some form or another.
Kudos From The Crowd
I love the fact that I can call Michelle and ask questions regarding our finances. Michelle minimizes the stressful parts of finance and explains the process. Previously we had no one to answer our questions. I like that with Michelle we can ask any question. She is very knowledgeable and helpful. Thank you
Yolanda L.
What Sets Me Apart?
​
You know you can trust me, that I’ll be honest with you in what you have and what I’m proposing.
What Are My Credentials?
​
I’m a fiduciary and make sure
everything I recommend is in
your best interest. I want the
underdog to succeed and see a
benefit from their efforts.
Why Work With Me?
I want small businesses owners
to succeed - keeping your
employees and the doors open.
I am compassionate and treat
finances as number crunching -
working hard for you -- the
business owner so you don’t
have to.
I’M MICHELLE, YOUR
NEIGHBORHOOD
FINANCIAL ADVISER.
I’m interested in helping more people know about money and how to be better with it. I ran my own research business for 10 years and didn’t save for retirement because I didn’t know how. Now that I’ve learned, I’m super aggressively trying to catch up.
My goal is to help people who don’t have time to learn about finance, but want to have a friend who can give them advice along the way. I meet people where they are and help them get to where they want to go financially.
I LOVED PLAYING SPORTS IN HIGH
SCHOOL AND MOUNTAIN BIKING.
I even considered mountain bike racing while biking in the foothills of the Appalachian mountains. I come from a family of drag racers - so maybe it’s in my blood.
MY PROFESSIONAL
EXPERIENCE
I worked for big companies after receiving my masters in Library Science - IBM, Avon and a large law firm to name a few, but it only helped me realize that I’m better on my own. My parents did many entrepreneurial endeavors and I’ve started quite a few of my own businesses. When I landed on this financial business, I realized this is where I feel I can really make a big difference in people’s lives, so that’s where I am staying.
