Michelle joined Concurrent Investment Advisors in 2024 after beginning her career at Merrill Lynch in 2015. She oversees day-to-day financial operations and is known for being conscientious, professional, and highly responsive to client needs, with a genuine enthusiasm for tackling new challenges.
She holds her Series 7 and Series 66 licenses, as well as the Chartered Retirement Planning Counselor™ (CRPC®) designation.
Michelle lives in Nashville, Tennessee, with her husband, Weston, their three children, and their dog, Kona. When she’s not working, she enjoys spending time with family and friends, getting outdoors for hikes and other activities, and listening to live music.