Michele is the Wealth and Investment Director at Héritage Wealth & Co., an affiliate of HGI Hegemon Group International. With her extensive expertise in financial planning and investment strategies, Michele plays a key role in helping clients navigate complex financial landscapes. She specializes in creating personalized financial plans that focus on capital preservation while seeking long-term growth and appreciation. Michele is passionate about educating clients on the “Circle of Safety” to ensure they are protected and positioned for success in uncertain times. As part of a team of highly educated and well-trained professionals, she is committed to providing the highest level of service and expertise to clients, empowering them to achieve their financial goals with confidence.