About Michelle
FOCUS AREAS:
- Investment analysis and implementation
- Cash flow planning
- Retirement planning
- Estate planning
- Education planning
Michelle has been in the insurance and investment industries since 1979. Focusing on financial planning strategies for individuals, families, and small business owners, she coordinates with various other professionals to provide clients with insurance and estate plans, emphasizing both the creation of and preservation of wealth for current and future generations.
Michelle is active in leadership roles at her church, and for more than 20 years has facilitated multiple small group studies through Crown Financial Ministries. Married for over 45 years, Michelle has two adult children and four grandchildren. She enjoys time with her family, working out, biking, hiking, reading, and global travel with her family and friends.
EXPERIENCE
- Wealth Management - Cahill Financial Advisors, Inc.
- Financial Advisor - Feltl and Company, Inc./Feltl Advisors
- Investment Advisor - Stifel, Nicolas & Company, Inc.
- Investment Advisor - Robert W. Baird & Co.
EDUCATION
- B.A. Counseling
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter (CLU)
- Certification in Long-Term Care
MEMBERSHIPS
- Camp Amnicon Board of Directors
- Northern Dakota County Young Life Steering Committee
- Dakota County Historical Society and Minnesota Historical Society
- Crossroads College Foundation (Past Member)
- Financial Planning Association
Ready to Build Your Financial Future?
Partner with Cahill Financial Advisors for client-centered wealth management tailored to your goals. Our experienced, fee-only team is here to guide you through every step of your financial journey.