Michelle’s practice focuses on serving the needs of the MIDFLORIDA Credit Union clients. She’s available to discuss what’s important to you and develop a financial strategy that’s customized to your specific needs, including:
- Retirement planning strategies
- 401k/pension rollover guidance
- Education funding
- Supplemental retirement income
- Investment Reviews
- Life insurance needs and policy reviews
- Tax efficient wealth strategies
- Long term/Elderly care
- Strategies for leaving a financial legacy
Client Relationships
Michelle works hard to develop her clients’ trust so they think of her as their first financial call. “When a client calls to ask me financial questions, I know we’ve developed their trust. I want to be their financial ‘go-to’ person.”
“Part of my 30-year financial industry success is promptly returning calls and staying in contact with my consumer and commercial clients.”
Personal Interests
Family is very important to Michelle. She’s lived in Sebring over 30 years, is married, and has 3 grown children. You’ll find her visiting family members and relaxing at home with her husband, cats, and dogs.