Michelle specializes in personal financial planning, including education planning, insurance planning, investments, retirement planning, and estate planning. She has been with the firm for over 20 years and enjoys helping clients achieve their financial goals.
Education
Bachelor of Science in Financial Planning, The University of Alabama
Bachelor of Science in Accounting, The University of Alabama
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Estate Planner® (AEP®)
Presentation and Publication Topics
Personal Financial Planning topics-budgeting, education planning, insurance planning, investments, retirement planning and estate planning
Professional and Community Involvement
National Financial Planning Association – Past Board Member
Alabama School of Fine Arts Alumni – Past Board Member
Estate Planning Council of Birmingham – Past President
Financial Planning Association of North Alabama – Past President
Girl Scout Troop Leader
Hands on Birmingham Board – Past President
Liberty Park Middle School PTO Treasurer
Awards and Honors
Jack Davis Professional Achievement Award, awarded by The University of Alabama
How the Public Health Emergency (PHE) expiration will affect your practice
Kassouf promotes 13 employees, hires new principal
