As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Behavioral Financial Professional™ (ABFP), Michelle is passionate about helping clients turn their financial goals into reality. With a personalized, client-first approach, she works closely with individuals and families to build thoughtful, strategic financial plans tailored to their unique needs and aspirations. Her behavioral finance background adds an extra layer of insight, helping clients make confident decisions through life’s transitions.
Michelle holds Series 7, 63, and 65 securities licenses and is also licensed in the state of Pennsylvania for Accident & Health, Life & Fixed Annuities, and Variable Life/Variable Annuities.
She earned her bachelor’s degree from Muhlenberg College, majoring in Communications with a minor in accounting. Before transitioning into financial planning, Michelle built a successful career in the publishing industry, serving as Vice President of Retail Sales at Rodale, Inc., and later as Vice President of New Business Development at Kappa Publisher Services. She brings the same strategic insight and client-centered mindset from those roles to her work at Evans Wealth Strategies.
Based in Allentown, Michelle lives with her husband Ian and their dog Bandit. She’s a proud mom of three grown children and a self-proclaimed “beach gal”—believing that nothing restores the soul quite like the ocean breeze.
What she loves most about her role? “We have the best clients, and I love helping them achieve their financial happiness.” Michelle is currently welcoming new clients and would be happy to help you pursue your financial goals—reach out to schedule a conversation!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.