Michelle Freres, CFP^®

Designations and licenses

She is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Michelle works with a senior wealth advisor to develop personalized wealth management solutions and financial plans for clients that include recommendations on asset allocation, insurance, retirement planning and estate planning.

Prior to joining Mariner, she served in a similar role where she worked alongside a senior advisor to take clients through the financial planning process, from identifying their goals and objectives to assisting them in implementing strategies to help achieve those goals.

She has a bachelor’s degree in personal financial planning from Texas Tech University.

Personal interests

Michelle is a member of the local Fidelity Women’s Networking group. She is a Texas Tech fan and enjoys all sorts of outdoor activities but especially hiking and snowboarding.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.