Back to Search Favorites List

Michelle Smalenberger (CFA, CFP®)

Michelle Smalenberger focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Michelle has a passion for helping others develop a path to financial success. As CEO and an advisor, she onboards all new clients, participates in client meetings, and takes the lead on the estate planning process.

She graduated from Kansas State University with a bachelor's degree in Personal Financial Planning, and holds the Certified Financial Planner designation. She’s been a financial advisor for over two decades, working at a nationally recognized firm, before she and her husband Steve decided to launch their own financial firm.

She was selected as a member of the 2016 Investment News class of 40 Under 40, and she has also been mentioned in publications such as The Wall Street Journal, XY Planning Network, The National Association of Personal Financial Advisors, Kiplinger, Investopedia, Forbes, and Financial Advisor IQ.

Michelle serves as a board member for A Better Life for Kids (ABLFK). ABLFK is a non-profit organization founded to invest in the futures of children and young adults in Ghana, West Africa, who are in need.

Outside of work, you can find Michelle spending time with her family — enjoying the outdoors, woodworking, gardening, crafting, and watching or playing sports like tennis, golf, volleyball, and basketball.

NAPFA Start Date

February 24, 2017

Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

21660 W Field Pkwy Ste 118 Deer Park, IL 60010-7266 Phone: (847) 238-8050
View
Visit Website