CFP®, CTFA®, CDFA®,
Michelle is a Wealth Advisor with a background in estate planning and elder law. Her desire to work with families seeking financial guidance comes from having to balance resolving her mom’s complex estate while in her last year of law school. She truly understands how important it is that her clients are well cared for, listened to, and understood so that their wishes and goals are fulfilled.
Michelle is a CERTIFIED FINANCIAL PLANNER™ professional and licensed attorney, receiving her finance degree from the University of North Carolina and law degree from John Marshall Law School. She has also earned the Certified Trust and Financial Advisor (CTFA®) and Certified Divorce Financial Analyst (CDFA®) designations.