Experience and Education
Michelle helps individuals and families navigate the various complexities that impact their long-term financial goals. She creates individual wealth plans based on each client’s goals and aspirations.
Prior to joining Mariner Wealth Advisors, she was a financial planning consultant at HK Financial Services where she worked directly with Certified Public Accountants to assess the financial situations of their clients and develop strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles. Michelle’s previous experience also includes working for Principal Financial Group as a business development and retirement plan manager.
Michelle holds a bachelor’s degree in business administration from the University of Northern Iowa.
Michelle received the Iowa Governor’s Volunteer Award in 2018.
In her free time, Michelle enjoys golfing and tennis. She is also an Iowa Department of Human Services volunteer conservator and is passionate about helping her kids live their best lives.