
Michelle Cohen, CFP®**
Financial Planner
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More than five years of Client Service and Insurance experience, responsible for managing insurance administrative responsibilities and working closely with all Advisors to assist with client requests
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Passed the Rice University’s CERTIFIED FINANCIAL PLANNER™ Certification Education program and the CFP® Certification Exam in March 2020
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Holds a Texas Life Insurance license
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Plans to peruse her securities licenses in the near future
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Graduated from Texas Tech University Rawls College of Business with a degree in Business Management in May 2015
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Outside of the office, Michelle enjoys cooking, traveling and spending time with family & friends