Michelle G. Carney, CFP®, AEP®

 

Michelle specializes in personal financial planning. Areas of specialty include education planning, insurance planning, investments, retirement planning, and estate planning

Education
Bachelor of Science, University of Alabama, 2000 (Financial Planning)
Bachelor of Science, University of Alabama, 1999 (Accounting)

Certifications
CERTIFIED FINANCIAL PLANNER™
Accredited Estate Planner®

Professional/Civic organizations
Financial Planning Association
Estate Planning Council – President
Prince of Peace Parish Council
Christians in Action
United Way Allocations Team
Big Brothers Big Sisters “Big”

Personal interests
Spending time with family, numerous volunteer activities, gardening, reading and watching Green Bay Packer football

Presentation and publication topics
Personal Financial Planning topics-budgeting, education planning, insurance planning, investments, retirement planning and estate planning