Michele counsels for an hourly fee and works primarily for individual’s families and small business owners. She helps clients sort through the financial planning process which includes cash flow management and net worth analysis, risk management assessment, education, retirement and estate planning. Each financial plan is comprehensive and custom-tailored to each individual situation.
Michele’s past work experience focused on group insurance and employee benefits for associations and small businesses.
Michele is passionate about building long term, personal relationships with clients to help see them through the exciting, sometimes challenging transitions of life.
Michele and her husband Brad have two sons and lives in Urbandale.