Michelle comes from a small family in Lorain, Ohio where her father worked in a factory and her mother worked in the local school district. While they never had excess money or “luxuries,” there was plenty of love, encouragement and time spent together. As a family, they experienced everything together and life on all accounts was wonderful.
During her junior year in college, Michelle’s father was diagnosed with cancer. His prognosis was not good, and he had to quit work. Her mother took a leave of absence from her work to help take care of him. While he fought admirably, he died the following year. After the funeral, Michelle returned to college, and her mother went back to work. Life returned to some level of normalcy. Upon graduating from school, Michelle got her first job and moved away from home. During this time, she watched her mother begin to enjoy her life again and experience new things.
Michelle learned that her mom had an advisor who taught her to continuously save more money and how to do so properly. This advisor educated her on the importance of planning for retirement. Her mother’s ability to make a new life for herself in part had to do with having the financial freedom to do the things she wanted. She had freedom and independence because she had an advisor who taught her financial literacy. Now that Michelle is an adult, she realizes that the greatest gift you can give anyone, especially your children, is your independence. This is what inspired her to become an adviser...to help people become financially independent.
Since 2007, Michelle has helped clients prepare for their retirement utilizing customized and goal-oriented financial planning. She has FINRA Series 7 and FINRA Series 66 registrations, along with her Life, Accident and Variable Products Insurance Licenses. Michelle has also earned her CRPC designation, Chartered Retirement Planning Counselor.
When she's not working, Michelle loves to spend time with her daughter and family. She also enjoys travel, cooking and getting lost in a good book.
People who are retiring in the next two years with $1,000,000 in investable assets.