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Michelle Monson Klisanich
Wealth Advisor

About Michelle Monson Klisanich

I am a holistic financial consultant with expertise in wealth management, insurance, retirement planning and divorce financial planning. I enjoy learning about the needs of the families and individual clients I help. I know that my time with a client is far more impactful if I understand what my clients’ lives are like. I became a CERTIFIED FINANCIAL PLANNER® professional because I wanted to go to work knowing what I did could positively impact someone’s life; something that would always challenge me to grow. I knew at the young age of 13 that financial planning was the field for me. I've been in the financial industry since 2002. I love that my financial planning practice is more than just money. It’s about relationships with clients like you that I can cherish for years to come. I understand that life is about the things that bring you joy and doing more with what you have. No matter what your financial goals are, I will build a financial plan around the things that you care about.