Michelle Taylor
Chief Operations Officer, CRPC™
Michelle is our Chief Operations Officer at Balanced Wealth Group. She has been degreed in and dedicated to the financial services industry since 1994, with experience in financial planning, client experience, relationship marketing, risk management operations, leadership, staff training, development, thought leadership, and business planning. Michelle also focuses on the women’s market space, specifically around women executives, divorce, and widows.
Michelle is dedicated to the client experience through value-based discussion, financial education, and the importance of financial freedom, balance, and how those align with the client’s personal values.
Michelle is a graduate of the University of Kentucky, College of Business. She is currently the Trustee of Finance at Put-In-Bay Yacht Club (PIBYC) and has been part of the growth and financial wellness of the club over the last four years. In her personal time, you can find her out on the water with her husband and daughter or attending her daughter’s sporting events. Michelle currently holds her CRPC™ insurance license (OH), Uniform Investment Advisor (Series 65), and Financial Wellness Certification.
