Michelle specializes in personal financial planning, including education planning, insurance planning, investments, retirement planning, and estate planning. She has been with the firm for over 20 years and enjoys helping clients achieve their financial goals.
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
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