Michele Meier is a Certified Financial Planner™ professional who supports the 360 Financial team by developing comprehensive financial plans that help advisors provide meaningful guidance to clients.

Her background working with both clients and advisors gives her a practical perspective on the financial planning process and how thoughtful planning can help people make informed decisions.

Prior to joining 360 Financial, Michele's career evolved from working directly with clients as a financial advisor to consulting and supporting advisors through the financial planning process. That breadth of experience allows her to approach each plan with both technical expertise and a deep appreciation for the goals, values and circumstances that shape every client's financial journey.

Outside of work, Michele enjoys spending time with her husband, two daughters and extended family and friends. She enjoys camping, relaxing at the lake, hosting gatherings, reading and exploring new places.

Favorite quotes:

“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt

“Find out who you are and do it on purpose.” – Dolly Parton

Favorite Book:

The Velveteen Rabbit by Margery Williams

Historical figure I would most like to have coffee with:

Muriel Siebert – The first woman to own a seat on the New York Stock Exchange

Learn about 360 Financial and How Our Process Works