Michele Welsh

Chief Marketing Officer

Start Date:

Michele leads firm-wide marketing, branding, and content strategies. These include setting and executing technology-based marketing solutions focused on excellent client experience and unbiased, transparent financial advice. Her multifaceted career has included roles as an Art Director, Creative Director, and the Founder & CEO of two startups. Michele has been featured on national network media including GMA, Fox News, and The Today Show. Additionally, she brought her entrepreneurial teachings to the Johns Hopkins MBA program where she co-opted case studies with the Carey Business School. In her community, Michele is a co-founder and board member of Sisters Circle, a mentoring program for girls and young women from underserved communities in Baltimore. 

Get to know Michele!

What lesson or piece of advice from your parents do you find yourself repeating?

“Focus on education. It’s the most secure and portable thing you’ll ever own.”

What is your favorite vacation spot?

“Lake Powell, UT”

What makes you happy?

“My three kids and husband, who are the funniest and most caring humans I know; Learning and brainstorming; Travel, Travel, Travel.”

If you were stranded in the desert, what 3 things would you want to have with you and why?

“1.) A Keurig (because, coffee)
2.) My iPad with unlimited battery (I’m a techie)
3.) A Leatherman Tool (because you can do everything from fixing your Keurig and iPad to filing your nails with it)”