Michele is a Wealth Advisor in MAI’s Charlotte office. She joined the firm in 2021 following the acquisition of Queens Oak Advisors, where she had served as a Client Advisor since 2013. Michele brings over 25 years of experience in financial services arena with a background that includes financial planning, tax management, and lending.
She spent 18 years at a large national bank, progressing to Senior Vice President and managing the company’s expansion of Private Banking services in the Southeast.
Michele is passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network.
Michele earned a B.A. from the University of Louisville, where she was a four-year collegiate athlete on the women’s varsity basketball team. She also earned a master’s degree in International Business Administration from the University of Kentucky. Michele is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Series 65 license, and maintains her CDFA® (Certified Divorce Financial Analyst) designation.
Community Involvement
Michele has been involved with several volunteer organizations. She formerly served two consecutive terms on the Board of Directors at Charlotte Country Day School (CCDS) and participated on both their Investment and Finance committees.
Michele currently serves on the Board of the Charlotte chapter of the Financial Planning Association (FPA). She has also chaired Programming and Membership committees.
