Expertise
Michelle has over 20 years of experience in financial services, and she has served Baird clients since 2013. She has primarily focused on assisting clients with their cash management needs; including day-to-day expenses, charitable and family gifting, retirement distribution planning, and tax payments. She is the go-to person for many of our clients and their accountants for help with finalizing and filing their tax returns and payments.
Education
Michelle graduated from Miami University with a Bachelor’s degree in English Literature.
She is registered with FINRA Series 7 and 66 and the Securities Industry Essentials Examination (SIE), and she is a Notary Public.
Family and Community Involvement
Michelle resides in West Chester, a northern suburb of Cincinnati, Ohio, with her husband Stephen and their three children. She enjoys reading, playing the New York Times online games, practicing yoga, cooking, camping, and spending time with her family and friends.
She enjoys volunteering to help with her daughter’s Cub Scout Pack and softball team and chaperoning her son’s Scout Troop campouts. When she’s not in the great outdoors, she’s cheering her other daughter on to victory at her karate tournaments.