As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is dedicated to helping clients identify their goals, and working with them to develop a personalized financial plan to achieve those goals.
Michelle earned her Bachelor’s Degree from Muhlenberg College with a major in Communications and a minor in Accounting. Prior to joining the Evans Wealth Strategies team, Michelle enjoyed a successful career in the publishing industry. She held the positions of Vice President, Retail Sales, at Rodale, Inc. and Vice President, New Business Development at Kappa Publisher Services.
Michelle currently holds securities licenses Series 7, 63 and 65. She has been volunteering at Muhlenberg College for many years, and she was elected to serve on their Alumni Board in 2018. Michelle has three adult children and resides in Allentown with her husband Ian and her dog Bandit.
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.