Meet Michele

With over 30 years of experience in the finance industry, I work one-on-one with clients to create strategies that actually fit their lives. From budgeting and investing wisely to saving for big goals or planning for retirement, my goal is simple: help you gain confidence, reduce stress, and achieve financial freedom.

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My formal background is in finance with a Bachelor’s degree in Business Finance/Corporate Management and a MBA with a focus in Finance. I have owned and operated small businesses for over 15 years.  And recently took early retirement from a career in corporate finance with a Fortune 500 company.  I now focus my time helping others achieve financial success where I leverage my knowledge from the Dave Ramsey Financial Coach Master Training Program.  

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I am based in Hertford, North Carolina, where I live with my Husband and high school sweetheart, Tom.  We have two adult children. Outside of coaching, I enjoy reading the Bible, hiking, and gardening. Guided by faith, I believe coaching is my God-given calling and I am passionate about helping others achieve peace and purpose through financial confidence.  

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If you're local to the area, I can do in person coaching, but the majority of my coaching sessions are held by video conferencing.