Michelle has over 25 years of experience as a paraplanner, paying special attention to every detail of the plan and to every aspect of each client's unique situation.  She works closely with the advisory team to provide personalized financial plans that assist clients in reaching their goals.

 

Michelle attended Ball State University before finishing her Finance degree at Indiana University-Purdue University / IPFW (as it was called back in the day).

 

Michelle grew up in the country just north of Fort Wayne, until moving to Colorado Springs, CO in 2007, where she has been very fortunate to work remotely in the financial planning/investment field ever since.

 

Michelle is thriving anytime she is in the mountains.  Her passion is rock climbing, mostly at the climbing gym, where she fell in love with the sport just after moving to Colorado.  She also loves hiking and just enjoying the beautiful outdoor weather.  She also enjoys curling up on the couch with her kitty and a movie!