Advisor Profile

Michelle is a Managing Director at Choreo in Duluth, Minnesota, with over 20 years of experience in wealth management and recognized by Forbes as a 2025 Best-In-State Top Women Wealth Advisor.  She specializes in financial planning, retirement planning, and investment strategies, working with widows, ultra-high-net-worth individuals and families, divorcees, pre-retirees, and retirees.  Michelle takes a behavioral approach helping clients align their wealth with their values and long-term goals while guiding them through life's financial complexities.

Drawing from a personal experience after her father's unexpected passing, Michelle founded Women of Widowhood (WOW), a group dedicated to supporting widows through life transitions.  She provides educational programming on important topics, equipping women with the tools and knowledge to navigate their financial futures with confidence.  Michelle is also a regular Money with Michelle contributor on ABC/WDIO's The Lift, where she shares insights on personal financial planning topics such as setting financial resolutions, the benefits of HSAs, financial literacy, budgeting, efficient charitable giving, and more.

Passionate about supporting women and children, she has helped raise funds for mental health access through Rotary and the Boys & Girls Club and is an active member of Choreo's Momentum group, which supports women in the firm.  Originally from Minnesota's iron range, Michelle grew up in Duluth and now resides along the North Shore with her husband, Dave.  They enjoy spending time traveling and at their cabin in northwest Wisconsin with their adult daughter, Briana, and family.

PROFESSIONAL AFFILLIATIONS & DESIGNATIONS

• Certified Financial Planner (CFP^®)
• Master Planner Advanced Studies (MPAS^®)
• Accredited Asset Management Specialist (AAMS^®)

EDUCATION

• M.S., Personal Financial Planning, College of Financial Planning
• B.A., Finance and Financial Management Services, University of St. Thomas