Michelle Cady

Owner and Investment Advisor Representative Registered Securities Principal

Michelle grew up in Thousand Oaks California about 20 minutes away from the Pacific Ocean. She comes from a loving family where she is the youngest of three with a questioning mind and generous heart. She attended Pacific Union College in the beautiful Napa Valley where she majored in Business and Communications. One of her favorite college professors introduced her to her future husband and they’ve been together ever since some 30+ years. Michelle moved to Northern California pursuing and completing a Masters at Chico State University and working for a securities firm close to the college. What was supposed to be a temporary job, turned into a career change working as office manager, controller, and eventually getting licensed and building her own book of business. She believes it was all meant to be. 

Love of investments and wealth building started with Michelle’s Father and has grown into a life passion. Michelle has over 30 years of experience in the securities industry. She has successfully earned her Series 7, 24, 63, 66, 99, numerous insurance licenses, and is registered in multiple States to serve her client family. When she’s not working, Michelle enjoys spending time with her husband, two over-achieving adult daughters, travel, exercise classes, Bible Study Fellowship, volunteering at local animal rescues, mentoring students, and spending time outdoors with her dog. Michelle moved her practice to Meridian Idaho (close to Boise) 18 years ago. Technology allows her to work with clients across the United States and she loves visiting their hometowns as often as possible.