Michelle joined Legacy Financial Strategies in April of 2023, bringing with her a wealth of experience from her 15-year career in the entertainment industry and customer service leadership. Michelle serves our clients and supports advisors as a planning associate, utilizing her expertise in customer service and analytics.

Michelle’s passion for finance started during her studies at the University of Washington, where she earned her Bachelor of Business Administration focused on finance. In 2022, Michelle passed the CERTIFIED FINANCIAL PLANNER™ exam and is currently pursuing her designation.

When Michelle isn’t helping clients plan for their financial futures, she enjoys spending time with her friends and family, exploring new places, and indulging in her hobbies of cooking and hunting for vintage furniture pieces. She is also the proud owner of an active German shepherd that keeps her on her toes.