Michelle is a Financial Advisor with seven years of experience currently serving Marshfield, Loyal and Neillsville markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Michelle customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Michelle worked as a Branch Manager with Connexus Credit Union and Investment Associate and Premier Banker with BMO Harris Bank. Michelle received her Bachelor of Arts in Business Administration from University of Wisconsin Whitewater. She is a CERTIFIED FINANCIAL PLANNERâ¢ and holds series 7, 63 and 65 licenses, held through LPL Financial along with her life, health, and annuity insurance licenses.
Michelle stays active in her community as a coach for the Wausau Area Youth Soccer Association and was a past Den Leader for Boy Scouts of America. Michelle lives in Marshfield with her husband and four children. In her spare time Michelle enjoys running, camping, and hiking with her family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.