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Michele began her career in public accounting with then local CPA firm, Bergey, Yoder, Sweeney Witter & Roland, PC., and obtained her CPA license in 1996. She spent twenty years in public accounting, focusing on all aspects of the accounting field, with the last several of those years working extensively with the clients of wealth planning firm, Asset Planning Services, LTD., preparing the income tax returns for many of the firm’s clients.

In 2012, she left public accounting to work for Asset Planning Services, LTD., focusing heavily on tax planning and tax preparation. In 2023, Michele obtained her CERTIFIED FINANCIAL PLANNER® certification, and in 2024 joined Bernardo Wealth Planners. Michele enjoys working with clients to help them meet their financial and life goals in a tax efficient manner. She is a member of both the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.

Michele lives in Hilltown, PA with her husband, Barry. They have three grown children and recently welcomed their first grandchild. In her free time, Michele loves to grow flowers, spend time with family and friends, and travel. She and her husband attend and are involved at their church, Grace Church of Doylestown.

Your Path to Financial Wellness Starts With a Conversation

Taking the first step toward a fully integrated financial life is simple. We begin with an open conversation about your complete financial picture — no preparation needed. Your Wealth Coach will guide you through our discovery process, designed to understand every aspect of your financial ecosystem and create a roadmap for your future.

Whether you’re planning for retirement, building wealth, or securing your legacy, your Wealth Coach is here to coordinate it all.

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