Michelle Peck brings two decades of wealth planning experience and a passion for process innovation to her role at Sequoia Financial. Throughout her career, she has helped develop and implement planning approaches that emphasize active client participation and informed decision-making.

Michelle understands that successful financial planning balances analytical rigor with emotional intelligence. As an empathetic listener, she helps clients create wealth plans that align their current priorities with future aspirations. Her collaborative approach focuses on building trust and understanding each client’s unique story, often using real-world examples to illuminate complex financial concepts.