Michelle Smalenberger (CFA, CFP®, CKA®)

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

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

February 24, 2017


This Office

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