Michelle is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth. She has served in this capacity for more than 20 years, building her practice around a simple belief: the best financial relationships are built to last. 

She works closely with high net worth individuals, families, professionals, executives, and closely held business owners—getting to know each client's unique story and creating personalized strategies to help them reach their financial goals. Whether clients are building wealth, protecting what they've earned, or planning for the next generation, Michelle provides the attentive service and expertise they need at every stage of their journey.

CREDENTIALS

Michelle earned her Bachelor of Science in Business Administration in Finance and Management from the College of St. Mary. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Wealth Strategist® (CWS®) designation from Cannon Financial Institute. She's also a member of Leadership Omaha Class 38.

PASSIONS

Michelle's roots run deep in a small rural community where relationships matter, hard work is expected, and giving back isn't optional—it's essential. Those early lessons continue to shape how she approaches her work today: by listening carefully, building genuine trust, and staying responsive to what her clients need.

Michelle has been actively involved throughout the Omaha community with organizations including the Omaha Symphony Guild, Debutante Ball Committee, Rose Theater Board of Directors, Creighton Prep, Durham On Track Guild, and Food Bank for the Heartland Foodie's Guild.

When she's not working with clients or volunteering, you'll find Michelle spending quality time with family and friends, staying active, cheering on her favorite teams, or curled up with a good book.

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

*Trust services are provided by First National Bank of Omaha.  

*Lending products and related services are provided by First National Bank of Omaha. Member FDIC 


INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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