Michelle Mabry, CFP®, AIF

Michelle Mabry, CFP®, AIF

CEO

Michelle is a founding partner and the CEO with over 30 years in the wealth management business. She began her career at what is now Ameriprise in 1989. There she realized how much she enjoyed the planning process and helping clients visualize and reach their goals. In 2008, she went independent and hasn’t looked back. Michelle loves to share what she knows and her articles have been featured in the Wall Street Journal, CNBC, and Investopedia.