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Michelle is a Private Client Advisor within the Wealth Management group at First National Bank. For over 20 years, she has specialized in meeting the needs of high net worth individuals, families, professionals, executives and closely held business owners. Michelle's approach is to form long-term relationships working individually with clients to structure a plan to achieve their financial goals. In every aspect of the relationship, Michelle’s clients benefit from a level of professional service and attention that enables them to navigate the life cycle of wealth accumulation, preservation and transfer.
Michelle earned her Bachelor of Science in Business Administration in Finance and Management from the College of St. Mary. She is a Certified Wealth Strategist Designation CWS ® through Cannon Financial Institute and a member of the Leadership Omaha Class 38.
Michelle was raised in a small rural community where it was essential to build relationships, care for others, work hard and give back to ensure the community continued to thrive and prosper. Those values, instilled at a young age, drive her desire and dedication for building long-term client relationships by listening, building trust and being responsive to their needs.
She dedicates much of her time engaged in community organizations including Parkinson’s Nebraska Board of Directors, Children’s Hospital Friends Board, Omaha Symphony Guild, the Rose Theater Board of Directors. She is also an active member with the Greater Omaha Chamber of Commerce, ICAN and the Cannon Financial Institute.
When not helping clients or volunteering, Michelle can be found enjoying time with her family and friends, exercising, watching sports and reading a good book when time allows.
I am dedicated to building long-term relationships with my clients by listening, building trust and being responsive to their needs.