Business Architect. 

Growth Accelerator. 

Your Growth Next.


After two decades of driving growth on Wall Street, Michelle now focuses on one thing: helping leaders like you turn market challenges into breakthrough opportunities. Your goals become her mission, with every strategy custom-designed to support your ambition.

Let’s Talk

A Visionary Building Giants

From wealth management to asset management, from internal sales to external sales, from global account partnerships to building and leading multiple distribution teams, Michelle brings you battle-tested strategies from one of toughest industries in Corporate America — financial services.

Experience That Delivers

Sales, Marketing and Distribution

Asset Management, including ETFs and Private Markets

Wealth Management, including Private Wealth and RIAs

Exit Planning, Business Ownership, Value Growth

A Multi-Lens Perspective

Go-to-market strategies

Optimized processes

Business development & partnerships

Growth strategy development

Sales, marketing, customer experience alignment

Innovation leadership

Cross-functional Collaboration

Learn the Approach

Credentials

Certified Exit Planning Advisor (CEPA)

Certified Investment Management Analyst (CIMA)

Certified Exchanged Traded Fund Advisor (CETF)

CAIA Fundamentals of Alternatives Certificate

FINRA Series 7, 66, 24

In financial services, perspective is power.

The most successful firms don’t just follow trends — they create them.


Michelle empowers forward-thinking leaders like you to turn your business potential into market-leading reality. Over 22 years in wealth and asset management has given her a unique lens from one of the toughest industries in corporate America – financial services.

She understands what financial advisors need because she's spent more than two decades in roles that serve them. She knows how to build successful distribution strategies, marketing plans and teams because she’s done it at leading financial institutions. This combination of hands-on experience and industry perspective helps her spot — and helps you seize — opportunities others miss, in any industry.



Scale Smarter, Not Harder

Great strategies aren’t built in the boardroom.

They’re forged through experience.

Small Business Growth

Michelle will identify your company’s value proposition, and align your products and services with the needs of your target customers. She’ll optimize sales processes, streamline your marketing and hold you accountable to hitting your goals - big or small.

Exit Planning

Maximizing a business exit starts with enhancing your business value from the beginning. By prioritizing this, you prepare for a smoother transition later. Michelle will work with you to understand your vision, timeline, and long-term strategy. Together, you'll explore key steps to boost value and ensure your exit aligns with your goals.

Wealth Management

Align client demands, market trends and competitive pressures seamlessly through innovative approaches in client acquisition strategies, expanded market reach and client service enhancement, especially in the Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) segments. 

Private Markets

Better understand the unique opportunities in private markets, and how they complement traditional allocations to the public markets. Get to know the players, buyers, and influencers, and how to allocate resources to maximize results.

RIAs

The RIA marketplace can be opaque, fragmented and tricky to penetrate. Michelle can help you navigate the consolidation trends, individual nuances and landscape dynamics to successfully maneuver within the ever-changing industry.

ETF Solutions

Stand out in the crowded ETF marketplace. Understand the ETF ecosystem. Develop your unique fund distribution strategy that doesn't just meet benchmarks — it creates new ones.

Featured Story

Josh Fuller, CEO, Fuller Collision Group & ADAS Diagnostic Solutions

“Working with Michelle has been a game-changer.  She made an immediate impact on our businesses by spotting and correcting inefficiencies, enhancing our marketing presence through improved content, websites and social media strategies, and providing sales training to our staff.   Her vision and execution have inspired a culture of accountability and collaboration across our organizations.”

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