Throughout my 20 years serving the financial services industry, I’ve worked to positively impact clients’ futures with a people-first approach. I have a background as a financial planner specializing in retirement planning, I'm a CERTIFIED FINANCIAL PLANNER™, and I also hold the Series 7 and Series 66 licenses.
A little bit more about Michelle...
Prior to joining Motley Fool Wealth Management, I was a Financial Planner and Advisor at FFG Retirement Counseling where I helped clients work toward successfully managing investments, taxes, insurance, retirement, and estate plans. Financial planning is an active process designed to minimize risk and capitalize on opportunity – therefore I approached each client interaction with the utmost care, taking the time to get to know their financial situations, challenges, and life goals. I also worked as a Financial Solutions Advisor at Merrill Lynch where I provided comprehensive advice and identified broader products and services to meet my clients’ investment objectives.
The way I think about money and long-term investing is heavily influenced by a quote from a well known financial American businessman: "Buy a stock the way you would a house. Understand and like it such that you'd be content to own it in the absence of any market." Working at a firm that specializes in stock-driven portfolios is an ideal fit for me. In my opinion, what makes Motley Fool Wealth Management unique is that we offer SMAs that allow us to design personalized portfolios specific to our clients’ needs.* I truly want our services to make a difference in peoples’ lives.
Get to know Michelle...
What's something most people don't know about you?
When I was younger, I wanted to become a psychologist.
What are your dream retirement goals?
I would love to learn how to play a respectable game of golf!
