Michelle helps clients develop their unique life goals and implement action to achieve them. She employs a holistic approach to financial planning, prioritizing what matters most to the client. Michelle also assists CFO4Life’s Retirement Plan Solutions team with customized employee education.
After graduating from Texas State University with a B.B.A. in Mathematics Education in 2006, Michelle taught math in the Grapevine/Colleyville ISD. With a background in education, Michelle has experience in teaching financial theory and now uses this skillset to implement strategies in a financial advisor capacity.
Michelle and her husband, Grant, have been blessed with three children, a girl and two boys. Having a love for fine arts, she attends musicals and performances whenever she can. She also enjoys volunteering at church, music, traveling, and family dance parties with her husband, kids, and dog.