About Michaela
Michaela works with her advisory team to implement holistic planning strategies designed to help clients reach their life goals. Michaela sees her role as one of support in times of uncertainty or fear. And she’s a champion for clients on the path to improving their financial outcomes and achieving financial security. Michaela spends time helping clients understand and navigate the necessary steps and processes required to put their financial plans into action, and that love for helping people obtain the future they envision for themselves and their families is what motivated her to pursue wealth planning in the first place.
An avid brunch fan who loves finding new spots to try, Michaela lives in Louisville, Kentucky, with her husband and their golden retriever. Her favorite travel destination is anywhere with a beach, but outside of work you’ll most often find her walking, running, reading, and going exploring with friends.
Education and Professional Milestones
-Anderson University - bachelor's degree in financial mathematics with minors in accounting and psychology
Michaela works with her advisory team to implement holistic planning strategies designed to help clients reach their life goals. Michaela sees her role as one of support in times of uncertainty or fear. And she’s a champion for clients on the path to improving their financial outcomes and achieving financial security. Michaela spends time helping clients understand and navigate the necessary steps and processes required to put their financial plans into action, and that love for helping people obtain the future they envision for themselves and their families is what motivated her to pursue wealth planning in the first place.
An avid brunch fan who loves finding new spots to try, Michaela lives in Louisville, Kentucky, with her husband and their golden retriever. Her favorite travel destination is anywhere with a beach, but outside of work you’ll most often find her walking, running, reading, and going exploring with friends.
Education and Professional Milestones
-Anderson University - bachelor's degree in financial mathematics with minors in accounting and psychology