Michelle has served in the financial planning industry since 1997 when she started her career with Madden and Associates. With over 20 years of industry experience and with an entrepreneurial spirit, Michelle formed River City Wealth Management where she currently serves her clients.
Michelle provides comprehensive financial planning, issue-based consulting, as well as asset allocation and management services to her clients. Through her personalized approach and attention to detail, it is evident that she has a dedication to both her clients and her chosen career. Michelle helps her clients articulate their needs, goals, and values and then designs a personal financial plan that helps align their investment portfolio with their objectives. With ongoing communication and closely monitoring her clients' portfolios, she helps enable them to stay on course.
During Michelle’s tenure, she has continually advanced her education within the financial planning field, earning her Registered Para-planner designation in 1998 and obtaining the CFP® designation in 2005. She is dedicated to advancing her knowledge in order to keep up with financial trends and strategies and is also a member of the Financial Planning Associates (FPA).
Michelle pledges to adhere to the CFP Board of Standards Code of Ethics and Professional Responsibility, including putting her clients’ interests in front of her own.
Michelle is married and has an adult step-son and teenage daughter. As a long-time resident of Jacksonville, she and her family enjoy the coastal lifestyle and various outdoor activities.