Senior Wealth Advisor, RJFS
How do you empower your clients to live their Signature Life?
I feel passionate about being a valuable resource to clients - specifically when it comes to helping them structure or plan for retirements or their estate. It's incredibly important to have someone that you trust by your side as you plan for the future stages of your life. Whether that means setting specific financial goals, creating a detailed retirement plan, or determining how to best transfer wealth on to the next generation of your family, a knowledgeable professional should be by your side. I appreciate the opportunity to be that professional for our clients, answering any questions they may have, and helping them feel confident in the choices they are making for their family.
What does your life look like outside of the office?
Outside of the office, you very well may find me wandering through the mountains with my husband, David. We love either getting out of town on the weekends to embrace a little adventure or working together on woodworking projects for our home.
What can you tell us about your professional journey?
I went to college in and began my career in finance in southern Indiana, where I grew up. That is where I developed a keen interest in financial planning. I spent 26 years with Edward Jones before venturing into private practice. In 1997, I moved to Statesville, NC, and continued and serving clients until I found the perfect fit to leverage my decades of industry experience and my passion for being client-centered and decided to join Signature Wealth.
Michele swam under the same coach as Mark Spitz and held the state record in Indiana for over 5 yrs in the Mile/Freestyle.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.