MICHELLE WEISHEIT

I place a high value on having the knowledge to advise on various and complex aspects of financial planning. I have obtained the CERTIFIED FINANCIAL PLANNER designation, the world’s most recognized financial planning designation. In addition, I am a Certified Executor Advisor (CEA) and Responsible Investment Specialist (RIS)



I value long term client relationships based on honesty, integrity, and a commitment to comprehensive financial planning. I have over 13 years of knowledge and experience in developing and implementing financial plans for clients, which helps to prepare them for both planned and unplanned life events.



I believe that everyone should experience financial freedom and peace of mind, which is why I am committed to helping clients improve their financial well-being. I work to identify their goals and dreams and formulate a plan on how best to achieve them. Every client benefits from individual solutions and tailor-made strategies that I deliver in an easy-to-understand manner. I empower clients to make their own decisions, by guiding them through the decision-making process – ensuring they have the knowledge to do so.



I am available to serve you in a professional and caring environment, where I always put your needs first.



Contact me today and let me know how I can help you!