Designations and Licenses

Michelle is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® and a Certified Public Accountant currently licensed in Florida and Pennsylvania.

Experience and Education

Michelle provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner Wealth Advisors, she worked as a wealth advisor at Allegiant Private Advisors. Prior to that, she worked as an independent financial advisor before merging her solo practice with Allegiant Private Advisors in 2019. Other previous roles include working at Ameriprise Financial as a financial advisor and for Deloitte & Touche’s investment management audit group. She also spent several years as an audit manager at a large local CPA firm.

Michelle has a bachelor’s degree in accounting with a minor in management information systems from the University of Delaware.

Personal Interests

In her spare time, Michelle spends many weekends at the baseball fields as both of her boys play travel baseball. She also loves cooking, traveling and enjoying good wine.