Michelle is a CERTIFIED FINANCIAL PLANNER™ professional and owner of Berry Wealth Services Group. She considers her clients as family and enjoys assisting them in mapping out their goals and making sound financial decisions in pursuit of the future they envision. Her focus is on financial planning for retirees, professionals, small business owners, and charitable organizations.
Michelle began her career in 1995, working in the loan division of Community Bank. She joined Raymond James as an independent financial advisor and insurance representative in 1997 and ultimately became a branch manager in 2003. Michelle holds Series 7, 63 and 24 and Texas life insurance licenses and earned a bachelor’s degree from Texas A&M University.
Michelle is active with her church and community, having served on the board of the Hood County Library Foundation, as Secretary of the Tolar Youth Athletic Association, and a member of Stonewater Church.
Michelle and Jason, her husband, along with their two children, Jordan and Justin, are lifelong residents of Hood County. In her free time, she enjoys horseback riding, hunting, reading and being involved in her children’s activities.