Michelle Cohen, CFP®

Private Wealth Advisor

Michelle has more than five years of experience in the Financial Services industry. Michelle is extremely passionate in assisting families and individuals with all of their holistic financial planning needs. Her areas of expertise include risk management and life insurance. She is passionate about strengthening and expanding her knowledge in all areas of financial planning with the goal of providing high quality service to clients.

Prior to her role as Advisor, she held the role of Lead Client Service Associate where she gained extensive knowledge in insurance planning and was responsible for managing insurance administrative responsibilities and working closely with all Advisors to assist with client requests. 

She completed Rice University's CERTIFIED FINANCIAL PLANNER™ Certification Education program in March 2020 and is a CERTIFIED FINANCIAL PLANNER™. In addition, she also holds the Series 7 and 63 Securities Licenses as well as her Texas Life Insurance License. 

Miss Cohen graduated from Texas Tech University Rawls College of Business with a degree in Business Management in May 2015. Outside of the office, Michelle enjoys cooking, traveling and spending time with family and friends.