Michelle Miller, CFP®
Advisor
“I am so proud of the high level of expertise, professionalism and customer service our team brings to each client's unique situation.”
In her role as Advisor, Michelle works with the Gilbert & Cook team to identify and tailor solutions and financial strategies to address a client’s unique situation and personal financial goals. Michelle recognizes and values that “a life of abundance” is different for each person, and she enjoys working with clients to help them reach their short- and long-term financial objectives, such as funding college for children or grandchildren, saving for a financially secure retirement, gifting to family and charities, or mitigating taxes on the transfer of assets to heirs.
Michelle graduated magna cum laude from Creighton University, earning her BSBA with a dual major in Finance and Economics. After college, she started her career in insurance at Principal Financial Group. In 2017, she became a financial advisor with the desire to help individuals and families achieve their personal goals. Michelle joined the Gilbert & Cook team in June 2021 and earned her CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Michelle is an active member of the Des Moines Estate Planners and the FPA of Iowa (Financial Planning Association of Iowa).
Michelle and her husband, Frank, live in Des Moines. In her spare time, Michelle likes to cook, entertain family and friends, walk with her dog, read and play the piano.
Presentations & Education
The Value of a Financial Advisor & CPA Collaboration - Presented to Iowa Society of CPA’s in May 2023
Financial Planning for Young Professionals - Presented to the Iowa Society of CPA’s in July 2023