Michelle Goldstein | Financial Planner

Michelle Goldstein | Financial Planner



Michelle Goldstein, an accomplished financial planner, chose a career in financial planning when a professor in graduate school described the profession as “a marriage of ministry and finance."  She gained experience as a trust administrator at JPMorgan Chase and then started her own financial planning firm in 2003.

Michelle specializes in helping her clients either solve financial issues or answer more complex financial questions.  She adds to Talis Advisors’s skill set budgeting assistance, college financial aid assistance, philanthropic planning, and social security maximization. 

Michelle received her MBA in Finance from The University of Texas at Arlington and her BS in Psychology from Washington University in St. Louis.  She is actively involved in teaching new financial planners through National Association of Personal Financial Advisors (NAPFA), helped start the first lending circle in Dallas, and sings in a congregational choir.

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