Michelle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than three decades of experience in wealth management. She has a bachelor’s degree in finance from Colorado State University. Michelle helped to build Transitions Wealth Management by serving as a senior wealth manager growing meaningful relationships with clients. Joining Mercer Advisors significantly enhances her ability to continue in that role. Michelle enjoys spending time with her husband and two daughters. She loves travel, golf and a good book. She volunteers as a Life Coach for single moms needing encouragement and financial literacy help. Michelle sits on the finance committee of The Listen Foundation locally. She has a passion for mentoring young women and opening the family home to young adults for meals and connections.
Denver – Greenwood Village
4600 South Ulster St. Suite 1050 Denver, Colorado 80237