President and Senior Advisor, CFP
Michelle Bender has a gift for connecting with people, and it’s certainly one that sets her apart as a financial advisor. While she loves all of the details in financial planning, her greatest joy is serving as a guide for some of the most important decisions in people’s lives. You may think as the owner and president that Michelle is not as visible, spending her days managing her staff and office. But no, Michelle breaks the mold taking time to meet with clients face-to-face and hear firsthand what they envision for their future. For her, the thrill is in watching a couple realize their dreams in retirement. It’s about building confidence and taking a compassionate approach, and there is perhaps no one better equipped for this role than she.
Originally from Pittsburgh, PA, Michelle had an “aha!” moment in college as an intern at an independent financial planning firm. She was hooked on helping people discover financial freedom from the get go, and has been working as a financial planner ever since. She graduated from Seton Hill College (now University) with dual majors in Accounting and Human Resource Management.
When she isn’t meeting with clients, she enjoys spending time with her family (even serving as a chauffeur for her twins’ sporting events!) All that zest for life shows up in her personal time too; you can frequently find Michelle training for a marathon or working out on her Peloton.