Michelle Holmes, CFA, CFP®

Sr. Financial Planner

Utilizing over two decades of experience managing portfolios, Michelle combines expert investment acumen with her financial planning knowledge to help our advisors build successful financial plans. In her role as a Senior Financial Planner, Michelle is the primary contact for day-to-day financial items related to her clients’ lives. Balancing a sharp, analytical mind with a warm spirit, Michelle finds great satisfaction in helping others achieve their financial goals.

Prior to joining Briaud Financial Advisors, Michelle worked for 24 years in the Wealth Management division of Security National Bank of Sioux City, Iowa. She began her career as an investment assistant and worked her way to become an assistant vice president of investments.

Michelle has a Bachelor of Science in Accounting, Business Administration and Economics from Morningside University. She is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Charted Financial Analyst®, internationally recognized as the gold-standard certification for financial analysts, earning the designation in 2006.

Michelle lives in College Station, TX with her wife, Peggy, and their cat, Paxton. Michelle is an avid sports fan. On the weekends, you will likely find her checking out the local sports teams or watching football. When not watching sports, Michelle enjoys spending quality time with her family and friends, traveling, and going to plays and Broadway shows.

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