Michele Burkholder, CFP®, ChFC®, CLU®
Michele is the seasoned professional (aka baby boomer). Holding senior-level positions with industry leaders like State Farm Insurance, Reliance and ING, she developed a comprehensive knowledge of the financial choices available. Michele started her own practice in 2008 to work directly with individuals and business owners to create real solutions to practical, financial challenges. She guides her clients to establish efficient tax, wealth and protection plans. She helps business owners create strategies to maintain their business Income with succession, retirement, key employee and estate planning.
After losing her father to an extended illness when she was 15, she witnessed the importance of planning for unexpected financial events. She has the ability to help people feel comfortable with their financial choices, helping to ensure long term success, achievement and enjoyment.