Michelle brings experience across wealth management, holistic planning, and client service.
Her interest in the industry began while supporting her father’s financial advisory practice, where she gained early exposure to fiduciary responsibility and the importance of taking a comprehensive approach to clients’ financial lives.
She later supported advisors serving UHNW individuals, families, institutions, and charitable organizations, with exposure to alternative investments, family office services, and estate planning.
Michelle earned her accounting degree from Temple University’s Fox School of Business and is currently pursuing the CFP® designation through The American College of Financial Services.
She is passionate about helping clients pursue their financial goals and is excited to bring her experience and talents to NorthStar Advisory Group. Outside of work, Michelle enjoys traveling, cooking, and music.
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