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Michele Lenz brings a passionate approach for helping clients develop a customized financial plan to Flourish Wealth Management. Her roots in financial planning started during her early college years at University of Wisconsin-Madison when she was looking for a major that would provide an opportunity to have a positive impact on people. After switching majors from International Studies to Personal Finance, she became very involved with developing the curriculum for the program while incorporating community outreach. Michele led a Socially Responsible Investing (SRI) research study that focused on behavioral finance to understand how the perspectives of each individual impact their money decisions as a reflection of their attitudes and beliefs about money. As President of the Financial Occupations Club for University Students (FOCUS), she helped develop financial life skills courses that are offered to students at UW-Madison. In addition, Michele led efforts to provide community education about finances as a volunteer for Junior Achievement along with helping prepare tax returns for lower income families through the Volunteer Income Tax Assistance (VITA) organization. Her passion for financial planning stems from a desire to provide unbiased information about key components of financial literacy to people of all ages.
After completing her education at UW-Madison, Michele moved to Minneapolis in search of professional challenges and growth. She has joined a number of local organizations to build roots and grow her financial planning community. After positions at other wealth management firms, Michele joined Flourish in 2017 because the firm’s values and approach align with her own. She is very relationship focused and enjoys the opportunity to work for a firm that truly places clients first, while building wealth management strategies that incorporate the money values and psychology of each individual and family. Michele is excited to be part of a team of experienced professionals that work together to deliver the Flourish Experience.
Michele lives in Uptown, Minneapolis. Her parents and brother live in her hometown of Oshkosh, Wisconsin.
Work Experience – U.S. Bank Private Wealth Management, All Star Financial
Education & Certifications:
- BS in Personal Finance from University of Wisconsin-Madison
- CERTIFIED FINANCIAL PLANNER™Practitioner
- Financial Planning Association Member and NexGen Member
- Member of the Wisconsin Alumni Association – Twin Cities Chapter
- Volunteers for Junior Achievement
- Member of Financial Planning Association (FPA) / NexGen – MN Chapter
- Minneapolis Parks and Recreation Volleyball League