Michelle is an experienced CPA who founded ClearGuide Financial & Tax Services in February 2015 with a passion and commitment to help individuals, families and small businesses on a personal and practical level with their tax and personal finances. She graduated from University of Houston in 1992 and brings 9 years of Big Four public accounting experience across multiple industries. Michelle spent several years as a full-time mom prior to starting her current business while also continuing her professional development and community involvement through operating a home-based business, volunteering at her local church and serving on the PTO Boards of her children's elementary and middle schools.
Michelle provides financial services, retirement planning, and tax preparation services for individuals and small businesses. She firmly believes in the benefits of utilizing her tax knowledge to help her clients achieve their financial goals in a tax smart way.
In addition to the Sunbury Business Group, Michelle is a member of the Sunbury/Big Walnut Chamber of Commerce, the American Institute of CPA’s, the Ohio Society of CPA’s and currently serves as Treasurer on the Destination Delaware County Board of Trustees.
Michelle and her husband, David of 22 years reside in Galena, Ohio along with their three children. Michelle continues to stay involved with volunteer opportunities at her kids' schools and stays actively engaged with her local church through teaching classes, singing, playing piano and volunteering where needed. She enjoys staying fit, spending time with her family, trying new restaurants, reading, hiking, and traveling.
6 - Investment Company and Variable Contracts Products Representative Qualification Exam
63 - Uniform Securities Agent State Law Examination
65 - Uniform Investment Adviser Law Examination
7 - General Securities Representative Exam
Ohio Investment Advisor Representative
Texas Advisor Representative
Ohio Life, Health, and Variable License