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
- 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
Blog Articles by Michelle
-
Have You Checked Your Beneficiaries Lately?
November 29, 2018
Client Login Links
Login to the Cahill Client Portal or directly to your account custodian's website:
Continue on to the Schwab website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Cahill Financial Advisors under which Schwab provides Cahill Financial Advisors with services related to your account. Schwab does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Continue on to the Fidelity website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Fidelity., Inc. ("Fidelity") Website.
Fidelity is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Fidelity neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Fidelity does not endorse or recommend the investment strategy of any advisor. Fidelity has agreements with Cahill Financial Advisors under which Fidelity provides Cahill Financial Advisors with services related to your account. Fidelity does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.
Continue on to the SEI Investments website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the SEI Investmensts Website.
SEI Investmensts is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. SEI Investments neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, SEI Investments does not endorse or recommend the investment strategy of any advisor. SEI Investments has agreements with Cahill Financial Advisors under which SEI Investments provides Cahill Financial Advisors with services related to your account. SEI Investments does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by SEI Investments or a solicitation of any offer to purchase or sell any securities.