ÂÜÀòÂÒÂ×

MS

Michelle Stevens

Sr. Financial Planner at Truepoint Wealth Counsel

Michelle believes that good financial planning is an essential part of life, but that it should be easy to understand. As a member of the financial planning team, Michelle guides clients through the planning process, listens to their dreams and fears, and helps integrate ideas for success. She applies a holistic approach, incorporating the many facets of financial planning that include retirement planning, education analysis, insurance reviews, and stock option monitoring.

Links

Previous companies

U.S. Bank logo

Org chart