Advisory Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Michelle provides investment advice and comprehensive financial planning to help clients pursue their financial objectives.
As a Senior Wealth Advisor based in Rockford, Michelle fosters enduring client relationships. She serves high-net-worth individuals and families, helping them pursue their financial objectives through personalized investment advice. Michelle's holistic approach incorporates financial planning and portfolio management, ensuring a comprehensive and tailored service for her clients.
With a career spanning over three decades in the wealth management industry, Michelle’s experience includes asset management, retirement planning, estate planning, mutual funds, and investment management. Before joining Midland, she held key positions such as Senior Wealth Advisor and Vice President / Portfolio Manager at large financial institutions.
Our team of dedicated professionals are here to support you.
