Michelle is a Partner based in the Silicon Valley office. She provides investment advice, portfolio design, and financial planning advice to both private and institutional clients. Using her extensive experience in the financial services industry, Michelle shares expert advice tailored specifically to her clients so they can achieve their short-term and long-term financial objectives.
Prior to joining Cerity Partners, Michelle was a Principal at B|O|S where she also served as the head of the Financial Planning Team. She oversaw the firm’s internal education, projects, and resources with the objective of providing high-quality client advice in areas such as estate planning, tax strategies, retirement plans, equity compensation, insurance, and education funding.
Michelle earned her Bachelor of Science in Commerce from the University of Virginia and completed the Personal Financial Planning Certificate Program at the University of California, Berkeley. She holds both the Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations. Michelle is a past board member of both the Peninsula College Fund and Financial Planning Association of San Francisco.
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