Michelle focuses on working with high net worth individuals. She is dedicated to helping her clients preserve their wealth and implements effective asset protection, tax minimization, and retirement planning techniques toward that end. She also provides comprehensive tax planning, including tax projections, as well as tax return preparation and compliance. In addition, Michelle works with the owners of closely-held and owner-operated companies, assisting them with expense reduction and cost savings techniques.
Prior to joining the firm through a merger in January 2005, Michelle worked for DeWoody & Company. In that role, she worked with clients on tax compliance issues, including individual, corporate, trust and exempt tax return preparation.
Michelle holds a Master of Business Administration from Palm Beach Atlantic College and a Bachelor of Business Administration from Stetson University. She is licensed as a Certified Public Accountant through the State of Florida. Michelle is active in the community and is the past Treasurer and member of the Junior League of the Palm Beaches, a member of the Zeta Tau Alpha Sorority Alumni Association, and a member of the American Society of Women Accountants. She is licensed as a CPA through the State of Florida.