Michele is a Senior Financial Planner with more than 15 years of experience in the financial services industry. She earned her undergraduate degree from Morningside University in Sioux City and holds her Series 6, 7, 63, and 65 licenses, along with her life and health insurance license. She also earned her CERTIFIED FINANCIAL PLANNER™ designation and a Master of Science in Personal Financial Planning, bringing a strong focus on behavioral finance to help clients align financial strategies with their goals and real-life decision-making.
Before joining Stevens Capital Partners, Michele supported advisors and clients nationwide as part of an advisory team, developing customized financial plans, investment strategies, and tax planning solutions.
Michele lives in Gretna with her husband, Troy, and their son, Jacoby. Michele enjoys volunteering with various organizations throughout the Omaha metro area. Outside of work, she enjoys camping, fishing, hiking, and cheering on both Troy and Jacoby when they compete in demolition derbies across Iowa and Nebraska.
