Our Associates

Michelle began her wealth management practice in Little Rock, Arkansas in 1994. Over more than three decades she has helped guide individuals and families across Texas, Arkansas, and beyond through complex financial decisions with clarity, discretion, and long-term perspective.

Throughout her career, Michelle has built enduring relationships with families that span generations. Many of the individuals she first served remain with her today, and she now advises their children, grandchildren, and in some cases, great-grandchildren. She views this continuity as both a privilege and a responsibility.

Advising members of the same family over time requires both financial expertise and discernment. Michelle approaches these relationships with discretion and measured judgment, honoring the privacy and autonomy of each person while guiding long-term planning decisions.

She is supported by a team that shares her commitment to disciplined planning, attentive service, and lasting client relationships.  A Dallas native, Michelle maintains deep ties to the North Texas community while serving clients across multiple states.

Michelle earned a B.S. in Economics from the Dedman College of Humanities and Sciences and a B.B.A. in Finance from the Cox School of Business at Southern Methodist University (SMU) in Dallas, Texas, where she remains an active alumna.  She and her husband, Stephen support the SMU Mustangs and enjoy attending games on campus.  They have a daughter, a son, and share their home with two engaging cats.

Allie is a Senior Registered Client Associate with Wells Fargo Advisors and holds FINRA Series 7 and Series 66 securities registrations.  She earned a B.A. in Education with a minor in Business Management from Stetson University in DeLand, Florida. 

Her background in education informs a communication style that is attentive and adaptive, allowing her to present complex information in ways that are thoughtful, clear, and responsive to each client’s needs.

Allie is committed to building long-term client relationships grounded in consistency and service. She approaches her role with professionalism and care, supporting the evolving needs of clients within a disciplined and thoughtfully managed practice. 

Originally from Little Rock, Arkansas, Allie now resides in Dallas with her pug named Franklin who enjoys long walks in the park near their home.