- BS in Commerce, University of Virginia
- Personal Financial Planning Program at the University of California, Berkeley
Michelle joined the firm in 2012 and provides investment advice, portfolio design, and financial planning advice to both private and institutional clients. As Director of Financial Planning, Michelle oversees the firm’s internal education, projects and resources with the objective of providing high quality client advice in areas such as estate planning, tax strategies, retirement plans, equity compensation, insurance and education funding.
Michelle and her husband live in Belmont.