Michelle Davidson

Client Services Associate

Michelle is a graduate of Franklin University with a B.S. in Financial Management and a B.S. in Business Administration. She has a background in the financial services industry with special attention to customer care and service. Michelle assists with client services and onboarding our investment clients, as well as scheduling and workshop events, and other office management tasks.

Michelle lives in Hilliard with her husband and two teenagers. She can most often be found cheering one of them on at a swim meet or football game. In her free time, she enjoys cooking, crafting, traveling with her family, and cheering for the Buckeyes.