About Michelle
Michelle plays an integral role in the client relationship by partnering with wealth advisors to formulate and recommend strategies as well as produce financial plans specific to the client’s needs.
Michelle periodically teaches financial planning courses at the University of Georgia and has authored various financial planning books, including The Fundamentals of Writing a Financial Plan, The Psychology of Financial Planning: Practitioner Resource Guide, and The First 50 Years of CFP® Certification: The Standard for Financial Planning. Her research has been published in Financial Planning Review, Journal of Financial Planning, and Journal of Financial Therapy. She has also been quoted in articles by Investopedia, CNN Underscored, WalletHub, and CBS News.
Outside of the office, Michelle enjoys traveling with her husband, cooking, and keeping the peace between their dog and two cats.
Michelle plays an integral role in the client relationship by partnering with wealth advisors to formulate and recommend strategies as well as produce financial plans specific to the client’s needs.
Michelle periodically teaches financial planning courses at the University of Georgia and has authored various financial planning books, including The Fundamentals of Writing a Financial Plan, The Psychology of Financial Planning: Practitioner Resource Guide, and The First 50 Years of CFP® Certification: The Standard for Financial Planning. Her research has been published in Financial Planning Review, Journal of Financial Planning, and Journal of Financial Therapy. She has also been quoted in articles by Investopedia, CNN Underscored, WalletHub, and CBS News.
Outside of the office, Michelle enjoys traveling with her husband, cooking, and keeping the peace between their dog and two cats.