Michele L. Martin

Michele Martin is a Partner with decades of expertise in wealth management. She is a 30-year financial industry veteran, with Chartered Financial Consultant (ChFC) designation and FINRA Series 7, 63, 65, 9, 10, and 24 securities registrations. Michele implements the design and delivery of our integrated wealth management and financial solutions to the firm’s clients, including business owners, executives, and their families, guiding investment decisions, creative financing, and planning strategies.

She and her team have built a level of trust with clients over the years, as well as successfully integrated tax advisory, investment, and financial planning services under one roof. That integration, she says, along with a genuinely consultative approach, truly resonates with business owners. From spending a decade as a commercial lender to running several private banking teams for large institutions in Minnesota and Iowa, Michele built a diverse portfolio and learned the values of hard work, collaboration, and problem-solving that business owners could depend on.

Prior to joining the firm, Michele was President of Lurie Wealth Advisors (LWA). Michele helped LWA exceed expectations and the consistent growth in its six years of existence, both in terms of revenue and personnel. Additionally, LWA was named to Accounting Today’s annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services. Her holistic approach to wealth management services had driven growth for her own team and for her clients.

Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity - An EisnerAmper Company. Prosperity - An EisnerAmper Company is not affiliated with DAI Securities, LLC.