Michele joined Phoenix in 2004 because she wanted to make a personal difference in clients’ lives through Financial Planning. 

4 Years as a Tax Accountant at Deloitte

Certificate in Financial Planning from Duke

CPA, CFP®, Series 7, 63, 65 licensure

After several years at a large public accounting firm, Michele felt like she was missing out on the ability to truly connect with people and have a personal impact.  In 2003, she left to study Financial Planning while working part-time with a small local CPA firm. 

 She loved the “family” feel of a smaller firm, and she set out to find a place that felt like the right fit for her experience and professional goals.  She found it at Phoenix and has been here ever since!

Since she joined Phoenix, her enthusiasm for Financial Planning has grown exponentially.  She loves encouraging clients to focus on why they are saving and investing in the first place, and to gain peace of mind knowing that they are on track to meet their personal spending goals.

A native of Carlisle, Pennsylvania, Michele came to Chapel Hill to attend the University of North Carolina. After earning both a Bachelor of Arts in international studies and a Master of Accounting in Chapel Hill, she has gone on to make her home and build her career in this community. Michele resides in Durham with her husband, Klaus, and daughter. A registered yoga instructor, she enjoys teaching on the weekends.