Certified Financial PlannerTM
Michelle joined Opus Financial Advisors in 1986 after a successful career in the wholesale distribution industry. As a Certified Financial Planner, Michelle utilizes a holistic approach to financial, charitable, and estate planning. She seeks to educate and empower her clients to meet personal and financial objectives. She is particularly interested in helping other women navigate through their unique life journey. She understands how needs change at various points within that journey. Specifically, she has worked with mature female executives, widows, divorcees, and retired women as they maneuver the road ahead.
Michelle is known throughout Statesville and North Carolina for her community service contributions. She has partnered with many religious and not for profit organizations over the years, and she previously serves as President of Iredell Museums. She has also been appointed to the Statesville ABC Board and was elected as director of the NC Association of ABC Boards. She is a proud mother of three beautiful daughters and a doting grandmother to her precious grandchildren.