FOUNDER, PRESIDENT, AND FINANCIAL ADVISOR
PHONE: (520) 298-1900
FAX: (520) 879-9979
Michelle is a highly experienced Financial Advisor and Accredited Investment Fiduciary (AIF®), boasting more than 20 years in the industry, including working for top Fortune 500 firms. She is the owner of Modern Wealth Management and Modern 401(k), where she specializes in offering comprehensive, holistic financial planning services. Michelle takes the time to listen and understand her clients' needs, providing an educational component to ensure informed decision-making.
In addition to her professional pursuits, Michelle has a passion for promoting financial literacy. Over the past seven years, she has developed and taught adult educational classes that empower people to take control of their financial future.
Born and raised in Tucson, Michelle has deep roots in the community, with a lineage tracing back to 1880. She attended Salpointe Catholic High School and earned her Bachelor of Science and Master of Science in Finance from the University of Arizona, Eller College of Management.
Michelle's philanthropic interests are vast, with a particular focus on supporting nonprofit organizations in Tucson. She was honored as a National Philanthropy Honoree in 2014 and recognized as a 40 Under 40 Honoree in 2015. Michelle is actively involved in charitable endeavors, including cooking meals at Ronald McDonald House, volunteering with the Junior League of Tucson and the Diaper Bank of Southern Arizona, and serving as a past Board President of the Diaper Bank of Southern Arizona and on the Board of Directors for Casa de los Niños. She is also a member of the Women's President Organization.
Michelle is married to Mike, and they have a young son, Andrew, who loves garbage trucks. As a devoted mother, Michelle enjoys every moment of being a mom and has learned more about garbage trucks than she ever thought possible.