Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Michelle graduated Summa Cum Laude from the Pennsylvania State University with a Bachelor of Business Administration. While attending there, she was the recipient of two prestigious business student awards and served as Student Marshall for her graduating class. To obtain this honor, Michelle graduated at the top of her class with a 4.0 GPA. She is a Series 65 Registered Investment Advisor Representative. She earned her Registered Paraplanner ® designation from the College for Financial Planning and is now pursuing her CERTIFIED FINANCIAL PLANNER® certification.
Michelle has over nine years of experience in the financial services industry. She began her career in 2006 serving Institutional clients as a Fund Associate with Vanguard in Malvern, Pennsylvania. In 2008, she transitioned to the Individual client service side of the industry working as a Registered Investment Advisor representative with ParenteBeard Wealth Management in Reading, Pennsylvania. While there, Michelle provided exemplary service to her clients in the areas of investment management, comprehensive financial planning, tax planning, and estate planning.
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In the community
Officer - Toastmasters International
Member - Central Florida Estate Planning Council
Advocate - Teen Challenge U.S.A.