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.
Our Team
Michelle is an Accredited Investment Fiduciary (AIF®), Certified Divorce Financial Specialist (CDFS®), and Financial Advisor with over 26 years of experience in the industry, including experience with top Fortune 500 firms. She is the founder and owner of Modern Wealth Management and Modern 401(k). 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 her clients make informed decisions.
Michelle also has a passion for financial literacy. She has spent the past decade 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.
1992
10-19 Employees
Centaurus Financial Inc
TD Ameritrade & Pershing LLC
AZ, CA, CO, FL, MA, MD, NM, NY, OR, TX, WI
Southern Arizona, Tucson, Catalina Foothills, Oro Valley, SaddleBrooke, Mount Lemmon, Sahuarita, Nogales, Green Valley, Sierra Vista, Phoenix, Mesa, Scottsdale, Chandler, Glendale, Tempe, Gilbert, Northern Arizona,
Individual Investors, Non-Profit Organizations, Businesses
English, Spanish
Estate Planning & Trusts, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses
Variable Life, Property, Casualty, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care
Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Our Office, Phone, Video Conference
Fee-Based
$250,000
Based on Assets, Flat Fee, Commissions
1000+
200+
800+
$480,000,000
Yes
Why should I choose you as my financial advisor?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How many clients do you currently manage?
Have you ever been charged with any breaches?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
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 Modern Wealth Management are not affiliated.
