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Michelle Daniel

Michelle Daniel

Ensemble Group Financial Advisor

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 provides a wide range of of advice and support to the Ensemble Group team and client base. She is essential to our greater team’s organization, efficiency, and long term vision. Michelle speaks fluent Spanish and is hailed as the firm’s tech guru. She can often be found helping clients with online access issues or beta testing new software prior to teamwide implementation. Michelle is particularly passionate about helping people in need of a budget, plan to reduce debt, or their first investment account.  She has lead numerous Financial Peace University classes, attended, and successfully completed Dave Ramsey’s Financial Coach Master Training Series.   

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.