Skip to content

Assistant Wealth Advisor

Michell Friese, FPQP®

With 19 years of experience, Michell brings complete Wealth Management solutions to her clients. She meets with each to understand the unique financial situation, the short- and long-term goals, as well as assess risk tolerance, then works to build the ideal customized solution. In addition, she provides hands-on support to the Wealth Managment team internally, helping to manage relationships, process transactions, and prepare financial documents.

Michell is a graduate of James Buchanan High School. She is accredited with Series 6, 63, 65 designations and is licensed to provide Life Insurance solutions.

She is active in her community. Michell volunteers with The Arc of Franklin & Fulton Counties, and supports the United Way, including management of the May of Caring program. When not working, she enjoys time with her family in St. Thomas, PA.