BS in Organizational Management and Project Management, Colorado Christian University
Michelle has been in the financial industry since 2015, starting as an Opus Paraplanning Intern. She rejoined the Opus family in March of 2019. Michelle performs a wide range of administrative and operational support duties for our Chapel Hill advisory team and client base. She provides exceptional customer service and a warm welcome to all who visit our Triangle location. She is essential to our greater team's organization, efficiency, and long term vision.
Our firm strives to provide sound financial advice to people from all walks of life. Michelle plays a vital role in this mission. She has lead numerous Financial Peace University classes and is passionate about helping people and businesses get their financial house in order. She has attended and successfully completed Dave Ramsey’s Financial Coach Master Training Series and serves as the Financial Coach for our team--helping families master their household budget, reduce debt, and implement meaningful savings strategies. Michelle speaks fluent Spanish and is excited about bringing financial literacy resources to community residents that speak English as a second language.
Originally from New England, Michelle is a Tar Heel by marriage and enjoys spending time with her husband and 4 children. She particularly appreciates heading outdoors with the family in search of adventure and is waiting with baited breath for Marvel's next big hit.
Important Disclosures – Completion of Dave Ramsey’s Financial Coach Master Series does not create an employment or an agency relationship or give any coach the right to speak for or behalf of Dave Ramsey or his company, the Lampo group, Inc., nor does it constitute an endorsement or recommendation by Dave Ramsey.