Michelle is a Wealth Planner at the firm.
Michelle began her career with State Street and then moved on to Brown Brothers Harriman where she was a Senior Financial Analyst. After a few years at BBH and as a newly minted MBA, Michelle wanted to do more to give back to the community so she took a support role at RefugePoint in Cambridge, which serves the most vulnerable refugees across Africa. Keeping with her passion for service, but desiring a deeper finance role, she decided to get back into financial services by taking a position with a fee-only financial planning firm.
Michelle received her MBA in Finance and BA in Economics and International Relations from Boston University. She is also currently pursuing her CFP® designation through Boston University’s Center for Professional Education. When not sending BU a check, she enjoys spending as much time outside as possible with her husband, daughter, son, and a large extended family.