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Michelle is the Chief Compliance Officer and Managing Member of Michelle Ogden & Company LLC, a Registered Investment Advisory Firm which specializes in Private Wealth Management and Employer Sponsored Retirement Plans. She holds a Series 7 (inactive), Series 66, Series 215, & FL Real Estate License. Michelle is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plan Specialist (CRPS®). Michelle is a regular guest on the financial television show Wealth & Wisdom hosted by AJ Monte & Rick Swope which airs weekly on PBS television in South Florida. Michelle has a passion for teaching & empowering others that is unparalleled. She is a private mentor and financial coach. She authors the quarterly newsletter “What Matters Most” where she coined the phrase “Money May Not Buy You Happiness, but Happiness May Make You Rich”. Michelle is frequently quoted in Investment News and enjoys volunteering her time to her Church, &

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AnalysisFinancial PlanningManagement

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