Michelle R. Damon

  • CFP®

Principal - Wealth Management

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Michelle

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 39 years, Michelle has two adult children and two grandchildren. She enjoys time with her family, working out, biking, hiking, reading, and global travel with her family and friends.

Focus

  • Investment analysis and implementation
  • Cash flow planning
  • Retirement planning
  • Estate planning
  • Education planning

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

  • Certified Financial Planner™ (CFP)
  • Chartered Life Underwriter (CLU)
  • Certification in Long Term Care
  • Bachelor of Arts in Counseling

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 (FPA) of Minnesota

Blog Articles by Michelle

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