As Associate Wealth Advisor, Michelle is eager to listen to our client’s needs and help them pursue their goals and dreams. She truly cares about people and wants to help them in any way possible. Although she has many responsibilities, including securities trading, client servicing, and case preparation her favorite part of her job is getting to know our clients.
Prior to Trinity Wealth Management, Michelle has been in the investment industry for over 26 years both as an advisor and assistant. She graduated from UNC-Charlotte with a BA in Economics. She holds a Series 6, 7, 63, and 66, with LPL Financial and a Life & Health, LTC license.
Michelle is originally from Randleman, NC. Currently she resides in Sophia with her husband Mark and son Landon. She also has two stepchildren, River and Kirsten. In her free time she enjoys cooking, going to the beach, and spending time with Mark with Landon.