At our firm, we have the client and only the client in mind.
Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.
From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.
We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.
|Firm Start Year:||1992|
|Name of Broker/Dealer:||Centaurus Financial Inc|
|Name of Custodial Firm:||TD Ameritrade & Pershing LLC|
|States Licensed in:||AZ, CA, CO, FL, MA, MD, NM, TX, WI|
|Number of Years with Current Firm:||6|
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Foreign Languages Serviced:||English, Spanish|
|Investment Types:||Mutual Funds, Bonds, Stocks, Insurance, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Video Conference, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Casualty, Health, Life, Long Term Care, Property, Variable Annuity, Variable Life, Annuity|
|Firm's Number of Clients:||1000+|
|Firm's Number of Planning Clients:||200+|
|Firm's Number of Managed Clients:||800+|
|Assets Managed by Firm:||$480,000,000|
|Assets Managed by Advisor:||$240,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Commissions, Based on Assets, Flat Fee|
Securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Arizona, California, Colorado, Florida, Maryland, Massachusetts, New Mexico, Texas, and Wisconsin. Centaurus Financial, Inc., and Catalina Wealth Management are not affiliated.
Michelle is an Accredited Investment Fiduciary (AIF®) and financial advisor with over 16 years of experience in the industry, including experience with top Fortune 500 firms. Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients needs. She also adds an educational feature to help ensure all of her clients make informed decisions.
Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future.
Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in finance and Bachelor of Science in finance.
While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board.
Financial Planning for Businesses
We offer many solutions for business from retirement plans to addressing the major issues business owners face in succession planning for their business and estate.
Financial Planning for Individuals
As a holistic financial planning firm, we take into consideration many different facets of your family's needs, wants and financial objectives, creating a comprehensive financial plan to help you achieve your goals.
Estate Planning & Trusts
We offer: Corporate Successor Trustee, Complimentary Trust Reviews, Irrevocable Trust Management, Generational Skip Trust Asset Management, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivor Benefit Planning, and Buy/Sell Agreements.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|Catalina Foothills||Oro Valley|
|Green Valley||Sierra Vista|