Michelle Mabry CFP®, AIF®

President/Managing Partner                                                                                                            michelle@c1ag.com

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Michelle Mabry is President and Managing Partner of Client 1st Advisory Group. She holds the CFP® certification and is an Accredited Investment Fiduciary®.  She has been working with clients to help them achieve their financial goals and dreams since 1989. She also works with retirement plan sponsors writing their investment policy statements and performing due diligence on their plans to make sure they are compliant with ERISA regulations. Michelle has a BS in Economics and International Trade and Finance from Louisiana State University. She spent 19 years at Ameriprise as a financial advisor and during her time with Ameriprise, she was on the President’s Advisory Council, and served on several boards, which helped influence the direction of the company’s independent franchises.  In 2008, she founded Wealth Management Consultants, an independent investment advisory firm which later merged to become part of Client 1st Advisory Group.

Michelle is a frequent national speaker on investments topics and has authored several articles which have been picked up by CNBC and Fox News. She has also contributed to the Wall St. Journal and Investopedia.  She is on the Board of Directors of the Greater Pinebelt Community Foundation and serves on the Investment Committee which directs the investments for all their endowment funds. She also served as a board member of the Mississippi Council on Economic Education and is the Finance Committee Chair, St. Fabian Catholic Church.

Michelle lives in Hattiesburg with her husband, Tom and their five children. She is an active member of St. Fabian Catholic Church and in her spare time enjoys running and travel.

Meet Michelle

Hear how Michelle got started in the Financial Planning business and why she enjoys the work she does. See how she helps clients plan wisely, invest confidently, and enjoy life.