After 20 years in the industry, Michelle's appreciation of how proper financial planning can be so life changing continues to deepen. With well crafted insurance and wealth management programs, Michelle has helped many business owners protect their personal assets from their enterprise risk, facilitated many happy clients' retirement with guaranteed monthly paychecks and playchecks, and assisted her High Net Worth clients ensure a smooth wealth succession for their future generations.

Michelle believes in continuous education to keep abreast with industry developments and customer-centric service. Her need to provide excellent advisory to her valued clients helps keep her motivated and focused in her practice and she is thankful for the trust and support her clients have given her the last 2 decades. She looks forward to helping even more people achieve their financial goals the next 2 decades!


  • 10th Runner Up Financial Services Consultant 2020
  • Hall of Fame 2021
  • Centurion Member 2021
  • Prestige Club Member 2021
  • Prestige Club High Net Worth District 2021
  • MDRT Court of the Table - Qualifying & Life Member 2021
  • Certified Financial Planner (CFP®)
  • Associate Estate Planning Practitioner (AEPP®)
  • Diploma in Life Insurance (DLI)
  • IBF Qualified in Private Banking & Wealth Management
  • WMI Certificate for Family Office Advisors - Foundation

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