Michelle strives to build long-term relationships with her clients to assist them in reaching their financial goals. Your interests will always come first. In doing so, she believes you can both succeed. She wishes to provide an awareness of integrity and honesty, while providing a high level of service. Michelle has over 25 years of experience in the financial services industry. She transitioned from banking into the field of investments in 2003.
Michelle and her husband, along with other family members, reside in West Tennessee. In her spare time, she enjoys being outdoors and spending time with family. Michelle is on the Board of Directors at Paris Academy for the Arts and serves on the finance council at Holy Cross Catholic Church.
Designations
AAMS® - Accredited Asset Management Specialist
CKA® - Certified Kingdom Advisor
Securities Licenses & Registrations*
Series 7 - General Securities Representatives Exam
Series 6 - Investment Company & Variable Products Representative Exam
Series 65 - Uniform Investment Advisor Law Exam
Series 63 - Uniform Securities Agent State Law Exam
Insurance Licenses
Life, Accident, & Health
Property & Casualty
*Held through LPL Financial