Michelle is a Managing Director and Financial Advisor, a role in which she uses her passion for financial literacy, married with the science of wealth management and the art of financial therapy. Michelle’s childhood informed her career path: Growing up “yacht poor,” she was surrounded by the trappings of wealth but knew her family wasn’t far from catastrophe. Michelle questioned her financial story and realized that she needed the synergy of knowledge, skills, and emotional composure to be financially literate.

She got her start in financial planning with American Express Financial Advisors, where she counseled high net worth individuals to manage their wealth and build their legacy. She’s served as District Investment Specialist for Northwestern Mutual Life, New York City District Financial Planning Specialist for Merrill Lynch, and Vice  ...