Michelle is an Accredited Investment Fiduciary (AIF®) and Financial Advisor with over 18 years of experience in the industry, including experience with top Fortune 500 firms. She is also the owner of Modern Wealth Management and Modern 401(k). Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients’ needs. She also adds an educational feature to help ensure all her clients make informed decisions.
Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future.
Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in finance and Bachelor of Science in finance.
While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of
nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, was on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board. She is also a member of the Women’s President Organization.
Michelle is married to Mike, and they have fun, garbage truck loving son, Andrew. Michelle loves every second of being a mom and has learned more about garbage trucks than she ever imaged.