Michelle Ash

Michelle is driven by the belief that aligning clients’ aspirations with their financial strategies is pivotal for a fulfilling life journey. Leveraging her expertise in withdrawal planning, multi-year tax savings strategies, and charitable and estate planning, she guides clients towards their optimal path forward. Michelle co-founded Paragon Wealth Strategies and joined Mercer Advisors in 2023 after the acquisition.

She finds joy in helping clients distill complex financial aspects into understandable and relatable actions, enabling them to make smart decisions for their situations. She strives to step into her clients’ shoes, viewing the world through their eyes to provide tailored advice. It energizes her when clients express appreciation for her hard work and the positive impact she has made.

Graduating magna cum laude from the University of Louisville in Kentucky in 1995, Michelle has dedicated herself to educating others in retirement planning. She has taught courses through the University of North Florida’s LearnJax program and served as an adjunct professor at Florida State College at Jacksonville. Her insights have been shared on the radio show “Financial Feud” and featured in the “Jacksonville Business Journal.”

In her spare time, Michelle treasures moments with her husband and children, finding joy in activities that connect her with nature, including flower gardening, motorcycle rides, and paddleboarding. Having lived in Florida for more than 20 years, she enjoys the climate and nearby beaches. Michelle is an active volunteer with the American Legion Riders Post 129 group.