About Me
Michelle began her investment industry career in 1997 and joined Stifel in 2021. She strives to provide her clients with a high-quality wealth planning experience that simplifies the complexities of their financial lives. She holds the Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance (including annuities). She also earned the Certified Private Wealth Advisor® and Chartered Retirement Planning CounselorSM designations.
Michelle earned a Bachelor of Science in Marketing from Oklahoma State University. Outside the office, she is highly active with women’s and children’s charities. She and her husband, James, have two daughters, Isabella and Gianna.