Why Choose Michele?When it comes to your wealth, choosing a financial advisor who understands your complex situation is paramount. Michele has 30-plus years of experience working with ultra-high-net-worth individuals and family offices. She has also expanded her focus to include affluent individuals who seek customized wealth management and investment planning. Backed by Stifel’s nationally recognized research and resources, Michele can build, implement, and periodically review your plan with you so it continually reflects your short- and long-term goals throughout your career and every stage of retirement. With the help of her client service associate, Sarah Kathryn Walker, she is able to provide her clients with top-tier service.
Taking a Holistic ApproachA former private banker, Michele embraces a holistic approach to building and mitigating risk to your wealth by offering a comprehensive portfolio of financial services. She earned the Certified Investment Management Analyst® designation after completing coursework at The Wharton School of Business, surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals. Michele also understands that she works in an increasingly regulated environment. To address this, she earned the Retirement Management Advisor® designation, which focuses on building customized retirement income plans in an effort to effectively mitigate her clients’ risks. Active in the CommunityMichele works closely with women executives and entrepreneurs in Dallas/Fort Worth. She serves on the board of Executive Women of Dallas and is a member of the Estate Planning Council of Southwestern Medical Foundation. She is also an alumna member of Golden Seeds, a nationwide angel investing network focused on women-led companies. A longtime resident of Lakewood, she and her husband, Andrew, have a son who is attending college. |
