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.
Kerri joined Linkenheimer in November 2014 with 10 years of public accounting experience. She graduated in 2004 from Sonoma State University with a Bachelor of Science degree in Business Administration with an emphasis in Accounting and a minor in Economics. She has been practicing in public accounting since. Throughout