Michelle E Kreis
Financial Advisor|CFP®
Professional
Michelle joined Northwestern Mutual in 2008. While she started her practice in Oregon, today she runs a female-led financial planning practice out of Honolulu, Hawaii serving clients from all over the United States.
Upon graduating from Washington State University with a bachelor’s degree in Business Administration with an emphasis in Management Information Systems, Michelle began her career as a Real Estate Broker where she discovered the powerful character traits in doing business - trustworthiness, integrity, empathy and attentiveness. Being a financial advisor, Michelle takes time to truly understand what matters most to her clients, develops trustworthy relationships by providing quality financial planning and solutions that are supported by exceptional client service.
“Many of my clients especially appreciate my abilities to explain things in understandable terms which enable them to get actively involved in their decision-making.” Michelle says, “Because of the nature of life – it evolves, changes and leads to new possibilities, keeping pace with life’s changes is important but sometimes can feel overwhelming. I find joy in partnering with my clients to bring peace of mind, accountability and direction on their path to financial security & wellness. It's a great feeling to be leaving my legacy by helping others succeed and reach their goals in life!”
Through Northwestern Mutual, Michelle has access to a Network of Specialists and she leverages on each other's talents to help client achieve their personal dreams. Her planning philosophy is a detail and others-focused approach to ensure each client's need is met.
Licenses
- Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
- Series 65 - Investment Advisor
- Life and Health insurance license
Years of Experience
Representing Northwestern Mutual since 2008.
Education
Bachelor of Art in Business Administration from Washington State University
Personal
Born in Houston, Texas, Michelle moved to Hawaii with her parents at the age of six and grew up in Kane’ohe, on the Windward side of O’ahu. She was one of two Valedictorians for her graduating class at J. B. Castle High School in 1998. Michelle first attended college at the University of Puget Sound, then transferred to Washington State University, where she earned her Bachelor of Arts Degree in Business Administration with an emphasis in Management Information Systems, in 2002.
Michelle has one son, Kaihokulele, and enjoys spending time with him and his various sports activities. She loves the ocean, hiking, traveling, and trying new foods. Michelle has a passion for adventure and lives by the motto, “collect moments, not things.” She feels blessed to be able to work and live in the beautiful islands of Hawaii.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
