Michelle has 20 years of experience as a trusted advisor to ultra-high net-worth families, providing solutions for complex wealth management issues. She was formerly the chief operating officer and chief compliance officer at Ohana Advisors where she was responsible for establishing and executing the strategic objectives of the multi-family office, as well as being an active member of the investment committee. She is currently a partner at Transcend Wealth Partners.
Michelle is fluent in Spanish and is a Certified Financial Planner®. Michelle is on the programs committee for Financial Women of San Francisco, as well as a member of the San Francisco Estate Planning Council, Women in Family Office (San Francisco Chapter), and a Bay Area group of successful women leaders in the family office industry. Michelle is passionate about her family, the outdoors, and mentoring women in leadership and professional development.
