Michelle has served clients in a variety of industries for more than 20 years. Her financial world experience began at Northern Trust Bank in Chicago where she advanced to Private Banker and served on a Wealth Management Team. After relocating to Louisiana, she worked with a local RIA firm before joining Danielson-Tate Wealth Management in 2016.
Michelle Manages the Daily operational and administrative functions of our office in addition to assisting clients. While her roles are many, her true focus is on simplifying the lives of the families and busienss that we work with so they can truly enjoy the wealth that they create.
A native Memphian, Michelle attended the University of Tennessee in Knoxville, TN, and earned her Bachelor’s degree in Business from the University of Memphis. She is married to Ballard “Bubba” Holmes and has three adult children. Away from the office, Michelle and her husband like to travel, spend time at the lake, or just hang out with their two dogs, Dakota and Striker.