WHO WE ARE
Founded in 2005, our family
owned and independent firm...
owned and independent firm...
Michelle is a member of Zuckerman Investment Group’s relationship management team, where she works alongside the firm’s Advisors to provide assistance with clients’ cash management, administrative needs and special projects.
Prior to joining Zuckerman Investment Group, Michelle served as a Client Specialist at Alight Solutions, within their Defined Contribution department. Michelle received her Bachelor of Arts in Economics from the University of Wisconsin-Madison.
Family Wealth Management
We advise for your family’s future.
We construct customized investment portfolios.
We ensure the next generation is prepared to inherit wealth.