Michelle is a financial advisor who believes that open, honest conversations about life and money can lead to overall well-being. She specializes in helping busy professionals and parents in leadership or entrepreneurial roles who want an organized financial life and a long-term plan for their family’s financial future—so they can worry less and enjoy more.
As a working mom with three children, two of whom have a rare disease called PKU, she understands what a challenge it can be to meet the needs of a family. That’s why she’s especially passionate about helping parents of children with chronic diseases or special needs to better prepare financially for their current and future medical needs.
She’s also a SmartVestor Pro through Dave Ramsey's network because she cares about her clients' futures. She strives to listen attentively to clients, so they feel comfortable sharing their goals and dreams. For her, forming a relationship comes first, with investments and insurance products only implemented based on the individual’s or couple’s needs.
She earned a Bachelor of Science degree in Business Management from Regis University in Denver, Colo. She holds Series 7 with LPL Financial and Series 66 registrations with Western Wealth Management and Colorado licenses for life, variable and long-term care insurance products.
She believes that home is where the heart is, so is passionate about giving back to the community. She is on the board of directors for the Two Ponds Preservation Foundation and the Sooper Credit Union Community Foundation; on a fundraising committee for the National PKU Alliance; and an active member with the Arvada Chamber of Commerce.
In her free time, she enjoys reading psychological thrillers, volunteering, taking family-friendly vacations and getting outside with her three active children.
Her services include:
- Goals-based Financial and Retirement Planning
- Life, Variable and Long-term Care Insurance
- Investment Management
- Financial Life Advice
Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or achievement of financial goals. There is no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. The SmartVestor program is a directory of investment professionals. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with, sponsored or endorsed by WWM or LPL.
WESTERN WEALTH MANAGEMENT
440 Indiana Street | Golden, Colorado 80401
Phone: 720.307.8901 | Fax: 303.393.2365