Michele joined Hartman Financial in January of 2015. She brings a wealth of knowledge surrounding investments and retirement planning, and a fresh perspective on financial management. She quickly realized the philosophy of Hartman Financial aligned with her own values and is thrilled to be a part of the team.
Michele earned her BA from James Madison University. After graduation, she spent two years working as an analyst for Morgan Stanley. She then began working with clients as an investment specialist and counselor at T. Rowe Price for four years before joining Betsy in the independent financial advisor space.
Designations and registrations
- CERTIFIED FINANCIAL PLANNER® practitioner (CFP®)
- FINRA Series 7 and 66 securities registrations
Michele lives in Bel Air, with her pug Weasley. In her free time, you will find her reading on the beach or trying out a new restaurant.