Michelle Metzger, CFP®, CRPC®


Michelle began her career 1996 and was licensed as a Registered Representative and Investment Advisor representative in 1999. Michelle holds a CERTIFIED FINANCIAL PLANNER™ Professional certification and Chartered Retirement Planning Counselor designation. Michelle is a graduate of the University of Cincinnati.

On a personal note, Michelle currently lives in Mason Ohio with her husband and business partner Michael. They have two daughters, Leah and Jordan along with their son-in-law Derek.  Both Michelle and Michael are involved with their local church. They also enjoy spending time outside hiking or being with friends and family playing board games.