Michelle graduated Summa Cum Laude from the Penn State University with a Bachelor of Business Administration. While attending, 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 Financial Paraplanner Qualified Professional® (FPQP) designation in 2012 and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Master's degree from the College for Financial Planning.
Michelle has 12 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.
Having joined CLA in April 2015, Michelle continues to provide exemplary service to her clients in the areas of investment management, comprehensive financial planning, tax planning, and estate planning.
Upcoming speaking engagementsView More
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In the community
Officer - Toastmasters International, Downtown Orlando Toastmasters
Member - Central Florida Estate Planning Council
Advocate - Teen Challenge USA and Hoving Home