About me
Thank you for visiting! My name is Michelle Lee and have a B.S. in Business Administration with an emphasis in Accounting. I am a mom of two human kids to my daughter Reagan (7 years old) and my son Austin (5 years old), and a mom of two furbabies to Elly 10.5 years old and Sammy 9.5 years old. A few things that make my soul happy is eating creative, flavorful foods, spending time with my parents, family, and traveling the world to experience what the world has to offer. I wanted to learn more about finances because my dream is to travel frequently, eat frequently, and experience cultures from all around the world!
I can be outgoing and outspoken and enjoy the company of others, but what also makes me happy is that I love to enjoy my time alone by getting massages, getting car washes, drinking a wine seltzer and watching tv in the comfort of my own home with my babies!
Being a daughter of immigrant and business owners, I have quickly learned the importance of prioritizing finances and setting up a nest egg so that we have a sense of financial security at the other end of 'work life'. My parents are now retired and I would say are living a 'comfortable' life but not necessarily of having the luxury of traveling when and where they want.
I hope to help and give people the clarity and confidence to create the future and life-style they want to live in their current and future years and if you are anything like me, TRAVEL AND LIVE LIKE IT'S SATURDAY EVERYDAY!
I am passionate about helping people and educating them on the importance of financial planning so that they do not leave anything up to chance, building a healthy relationship with money, and to help people save and retire them with dignity. I hope whoever you are, you are open to having a conversation!
Professional
Michelle Lee is a financial advisor under the Northwestern Mutual Wealth Management Company. Her team specializes in helping businesses, medical and health care professionals, families, and hard-working individuals on their path to what she calls “Financial independence" lifestyles.
By integrating risk-adjusted investment strategies with tax mitigation planning, Michelle guides highly compensated individuals with goal focused timelines toward their own financial freedom.
Known for her modern and personable approach, Michelle believes in gaining a holistic understanding of a client's lifestyle and financial timeline to build an architecture that reflects their purpose and goals.
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
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
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.
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.
