Michele’s work comes down to two things: being thorough and being timely. She reviews yesterday’s transactions every morning, and makes herself available to clients and their accountants.
4 years as a Tax Accountant with Deloitte & Touche LLP
14 years as a CPA and Financial Planner at Raymond James Financial Services, Inc.
Series 7, 63, 65 licensure
With over 17 years in financial services, Michele is essential to making sure Phoenix stays running smoothly.
Her background and experience give her the skills needed to oversee Phoenix’s independent operations and compliance program, making sure the gears stay turning while the rest of the team is working client-side.
A native of Carlisle, Pennsylvania, Michele came to Chapel Hill to attend the University of North Carolina. After earning both a Bachelor of Arts in international studies and a Master of Accounting, she has gone on to make her home and build her career in this community. Michele resides in Durham with her husband, Klaus, and daughter. A registered yoga instructor, she enjoys teaching on the weekends.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.