Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Michele has been serving clients with Wealth Enhancement Group for more than a decade. Her specialty is comprehensive retirement and financial planning, along with estate planning review. She has extensive experience in tax strategies, investments and income generation. She understands that the economic climate and current events affect our day-to-day markets and that implementing and maintaining proper planning is essential to good financial health. “Accumulating retirement assets and distributing assets during retirement are two distinctly different planning events; my goal as a financial planner is to ensure that my clients avoid the pitfalls and stay on track so they can live comfortably in retirement.” In her position of Vice President, Financial Advisor, she considers herself fortunate in having the opportunity to assist people with their financial needs. Michele is also a recipient (2018-2020) of the Five Star Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Michele is married with two children, Aaron and Haley. In her time away from the office, you can find her watching Haley on the softball fields or riding motorcycle with her husband Charlie.
The Newhouse Financial Advisory team is located in our Arden Hills, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019 or 2020 FIVE STAR Wealth Managers.