Michelle has spent decades inside Fortune 500 boardrooms mastering the financial strategies the wealthy use. Now she's bringing that knowledge directly to you.
Fractional CFO Services
Corporate-grade financial strategy for your business — payroll, tax, wealth management, and forecasting without the full-time cost.
Learn MoreWealth Management & Protection
Life insurance with living benefits, 401(k) management, trusts, and generational wealth transfer strategies.
Learn MoreFinancial Education Workshops
7-part free workshop series covering savings, debt elimination, retirement, and Social Security optimization.
Learn MorePersonal Strategy Sessions
One-on-one consultations to evaluate your financial standing and build a custom roadmap to financial freedom.
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From Saigon to Financial Freedom
How I Survived War, Lost Everything, and Built a Life of Wealth, Purpose, and Empowerment.
Michelle's story is not just inspiring — it's a blueprint. From fleeing war-torn Saigon with nothing, to becoming a VP at Everstream Capital and serving 50+ Fortune 500 companies, her journey proves that resilience is the ultimate wealth strategy.
- Overcome adversity and build financial resilience
- Apply corporate wealth strategies to your personal finances
- Create a legacy of generational wealth
Powerteam International
Bill Walsh's Global Business Network — CEO Summit Luncheon Workshop
Michelle is a featured speaker and rainmaker on Bill Walsh's Powerteam International — one of the most prestigious global business networks. She speaks alongside world-class entrepreneurs on financial strategy, wealth building, and business growth.
"Michelle's expertise transformed how I think about money. She helped me roll over my old 401(k) and protect my family's future."
Sarah T.
Small Business Owner
"As someone who knew nothing about investing, Michelle's workshops were a game-changer. Clear, practical, and empowering."
James R.
Healthcare Professional
"Michelle brings Fortune 500 financial strategy to everyday people. Her knowledge of tax efficiency alone saved us thousands."
Maria L.
Entrepreneur