Education & Accomplishments
John Carroll University, B.S. Economics and Political Science, 1991
7 years of claims and management experience at Liberty Mutual
Certified Financial Planner (CFP®), 2016 NAPFA Registered Financial Advisor, 2016
Speaker at Environmental Protection Agency Retirement Planning Seminar, 2017
Speaker at Business Owner Exit Planning Summit, 2018
Lives in Columbia/Tusculum with husband Andy and their children, Lucas, Kathryn and Julia
Enjoys spending time with family, traveling, cooking and reading
Active volunteer at Our Lord Christ the King Church and The Summit Country Day School
Michele finds it easy to relate to clients in their different phases of life. In her own experience, she started her career in the insurance industry, took a "break" to stay home with her children for 12 years and then was fortunate enough to join the RDFA Team in 2012. It took no time at all for her to realize that she wanted to become a Financial Advisor, a role she has enjoyed since 2016. While her initial client engagements focused on young professionals, her current clients have expanded to include people in all phases of their life.
Michele enjoys the technical side of researching investments, as well as the day-to-day communication with her clients about their goals. She finds it gratifying to use her knowledge to assist clients in their decision-making process as they work toward financial security. She describes the joy in getting to know her clients, celebrating their successes and helping them with their challenges.
Michele works with the RDFA Team to provide her clients with peace of mind about their financial life, and encourages them to embrace each phase.