Michelle graduated from Winthrop University in May 2002 with a Bachelor of Science in Business Administration with a concentration in accounting. She completed her Masters in Business Administration with an emphasis in accounting at Winthrop in August 2003.
Michelle joined Carroll Financial Associates, Inc. as a financial advisor in June 2019. Previously, she worked for over 17 years at LePhew Financial Services, Inc. She began her time there as an intern while completing her undergraduate and graduate work at Winthrop University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant.
Michelle enjoys establishing long term, personal relationships with her clients and their families. Her goal is to be sure their financial plan adequately addresses not only their needs and concerns, but also their wishes and desires.
Michelle serves on the board of directors of the Boys & Girls Club of York County and the York County Community Foundation. A native of the Carolinas, Michelle currently lives in Rock Hill and enjoys staying active, traveling, and spending time with her family and friends.
Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.