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Michele Meier

CFP®, Client Service Manager

Michele, CFP®, has been with our company since 2010 and brings with her over 20 years of experience in the financial planning industry.


Michele has a Bachelor of Science degree in Finance with minors in economics andcommunications, an Associate in Accounting degree and is a Certified Financial Planner™ professional.


Outside of work, Michele enjoys gardening, camping, traveling and spending time with friends and family. Michele, her husband Jerry and their two daughters make their home in Lakeville, MN.

Michele Meier

CFP®, Client Service Manager

Michele Meier

Michele Meier

CFP®, Client Service Manager

Michele, CFP®, has been with our company since 2010 and brings with her over 20 years of experience in the financial planning industry.


Michele has a Bachelor of Science degree in Finance with minors in economics andcommunications, an Associate in Accounting degree and is a Certified Financial Planner™ professional.


Outside of work, Michele enjoys gardening, camping, traveling and spending time with friends and family. Michele, her husband Jerry and their two daughters make their home in Lakeville, MN.

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