Michelle's goal is to not only guide the performance of her clients' portfolios, but also to enable them to lead fulfilling lives aligned with their strong values. Her areas of expertise include comprehensive financial planning and wealth management, individual retirement planning and business retirement plans, including 401(k), 403(b), 457 and SIMPLE IRAs. Before joining Raymond James in 2011, she was a financial advisor with Edward Jones for more than eight years. She earned her Investment Management Consultant certification at the Raymond James Institute of Investment Management Consulting and earned the professional designation of Accredited Asset Manager Specialist from the College of Financial Planning.
Michelle remains extremely committed to her community. She was on the Brooklyn-Irish Hills Chamber of Commerce board of directors from 2003-2013. She remains a committed member of the Brooklyn-Irish Hills Chamber of Commerce and currently serves as chair of the advisory committee and ambassador committee. Her past positions with the chamber include president, vice president, secretary, area promotion committee chair, education committee chair and co-chair of the race-fest committee.
Michelle also serves as a trustee for the Brooklyn Community Chest and chairs the finance committee at her church.
Originally from Napoleon, Michigan, Michelle now lives in Brooklyn with her husband, Bob. They have two children and three grandchildren. In her free time, she enjoys cooking, hiking and serving others. Michelle and her husband are passionate about world missions and have served in Peru, Kenya and Guatemala.
*The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
*Raymond James is not affiliated with the above organizations and/or charitable causes.