Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • B.B.A., Business, Towson University, Towson, Maryland

Awards & recognition

  • Ameriprise Client Experience Award, 2022-2023
  • Five Star Wealth Manager Award , 2012-2025

Professional associations

  • Baltimore Estate Planning Council

Previous experience

  • Vice President-Investment Officer, Financial Advisor, Wells Fargo Advisors, 2010-2021
  • Associate Vice President, Financial Advisor, Merrill Lynch, 1993-2010

Who I Help

I have made it my mission to become a financial planning resource for individuals and families, including women investors who would like guidance from a female advisor. I am dedicated to helping my clients plan to achieve their financial goals and navigate life’s everchanging landscape--always trying to build long-term relationships based on mutual respect. With 32 years of experience in the financial services industry, I work hard to inform and simplify information and then develop strategies for helping to build wealth and working to realize their goals.

Community participation

Interests

Michelle lives in Reisterstown with her husband Michael and their three beautiful children, Rebecca, Sarah and Joshua. Rounding out their family are their two Yorkshire Terriers - an 8-year-old named Peanut and a puppy named Budder. Michelle's focus on family and community involvement has led her to become a volunteer for Rachel's Bears, a non-profit organization bringing cheer to children receiving care in hospitals by providing books and bears.