Michelle helps clients succeed by being a good steward of their resources. She’s more than a financial planner; she focuses on developing meaningful relationships with her clients to develop individualized plans as their trusted advisor. She has been with the firm for over 20 years and loves helping people set, work toward, and achieve their goals.
Most of us think we know how much we spend, but don’t account for those extra pair of shoes that somehow end up in our closet once a month or those frequent stops for coffee. Advisors will help you think of expenses you may not remember or help you consider savings plans and methods you might not be aware of. Most importantly, advisors help keep you accountable along the way.
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®
Specialties
Personal financial planning, education planning, insurance planning, investment planning, retirement planning, estate planning
Professional/Civic organizations
National Financial Planning Association – Past Board Member
Alabama School of Fine Arts Alumni – Past Board Member
Estate Planning Council of Birmingham – Past President
Financial Planning Association of North Alabama – Past President
Girl Scout Troop Leader
Hands on Birmingham Board – Past President
Liberty Park Middle School PTO Treasurer
Personal interests
Spending time with family, volunteering in the community, gardening, reading, and watching Green Bay Packer football
Presentation and publication topics
Personal Financial Planning: budgeting, education planning, insurance planning, investments, retirement planning and estate planning