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Working with the firm for over 25 years and joining Kassouf Wealth Advisors during its inception, Michelle helps clients succeed by being a good steward of their resources. She’s more than a financial planner; she focuses on developing meaningful relationships with her clients to develop individualized plans as their trusted advisor. As a Member/President of Kassouf Wealth Advisors, she loves helping people set, work toward, and achieve their 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: budgeting, education planning, insurance planning, retirement planning and estate planning
Professional and Community Involvement
Leadership Vestavia Hills – Board Member
Diocese of Birmingham Defined Benefit Plan – Vice Chair
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
Hands on Birmingham Board – Past President
Various positions in the Vestavia Hills City Schools’ PTOs and Council
Awards and Honors
Jack Davis Professional Achievement Award, awarded by The University of Alabama