As an Investment Advisor Representative, Michelle assists clients with their financial planning objectives and goals and the wealth management process by using the holistic planning approach. Michelle holds a Series 66 Securities license, Life and Health Insurance license and passed the Series 7 General Securities Representative Exam. She recently earned a Certificate in Financial Planning and is pursuing the Certified Financial Planner (CFP®) designation.
Prior to joining ML&R Wealth Management, Michelle gained experience working with Wealth Management firms in Atlanta, GA and Houston, TX. She began her career in Financial Services as a Committee Clerk for the Financial Institutions Committee at the Texas House of Representatives and at the Texas Department of Banking and Finance Commission in Austin, TX.
- Wealth Management
- Investment Management
- Financial Planning
- Life & Health Insurance Analysis
- The University of Georgia – Terry College of Business - Certificate in Financial Planning
- Stephen F. Austin State University - BBA in General Business
- Pat’s Place, Volunteer