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Michele Lenz, Cfp® Email & Phone Number

Specialist | Wealth Planning at CAPTRUST at CAPTRUST
Location: Seattle, Washington, United States 8 work roles 2 schools
1 work email found @uwcu.org 2 phones found area 920 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@uwcu.org
Direct phone (920) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Specialist | Wealth Planning at CAPTRUST
Location
Seattle, Washington, United States
Company size
621 employees

Who is Michele Lenz, Cfp®? Overview

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Quick answer

Michele Lenz, Cfp® is listed as Specialist | Wealth Planning at CAPTRUST at CAPTRUST, a with 621 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at uwcu.org, phone signal with area code 920, and a matched LinkedIn profile for Michele Lenz, Cfp®.

Michele Lenz, Cfp® previously worked as Specialist | Wealth Planning at Captrust and Founder & President at Fluently Financial, Llc. Michele Lenz, Cfp® holds B.S. Personal Finance, Certificate In Business from University Of Wisconsin-Madison.

Company email context

Email format at CAPTRUST

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*@uwcu.org
68% confidence

AeroLeads found 1 current-domain work email signal for Michele Lenz, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Michele Lenz, Cfp®

Michele Lenz, Cfp® is a Specialist | Wealth Planning at CAPTRUST at CAPTRUST. She possess expertise in teamwork, customer service, spanish, time management, interpersonal communication abilities and 12 more skills.

Listed skills include Teamwork, Customer Service, Spanish, Time Management, and 13 others.

Current workplace

Michele Lenz, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Specialist | Wealth Planning at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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8 roles

Michele Lenz, Cfp® work experience

A career timeline built from the work history available for this profile.

Specialist | Wealth Planning

Current
Captrust
Dec 2022 - Present

Senior Trust Associate At U.S. Bank Private Wealth Management

U.S. Bank

Greater Minneapolis-St. Paul Area

Dec 2016 - Dec 2017

Client Associate

All Star Financial

Minneapolis, Minnesota, United States

Sep 2015 - Sep 2016

Business Development Intern

Uw Credit Union

Madison, Wi

Jan 2014 - Jul 2015
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

BB Brandy B. Hydrick, Cfp® Brandy B. Hydrick, Cfp® Colleague at CaptrustCharlotte, North Carolina, United States View → KC Kyle Clifford, Caia Kyle Clifford, Caia Colleague at CaptrustChicago, Illinois, United States View → JH Joshua Haire Joshua Haire Colleague at CaptrustHamilton, Ohio, United States View → CW Carolin Warrick Carolin Warrick Colleague at CaptrustGreater Montgomery Area, United States View → MF Mark Fearigo, Cfp Mark Fearigo, Cfp Colleague at CaptrustGreen, Ohio, United States View → BN Bob Nachman Bob Nachman Colleague at CaptrustGreenville-Spartanburg-Anderson, South Carolina Area, United States View → MB Mackenzie Ball Mackenzie Ball Colleague at CaptrustRaleigh, North Carolina, United States View → RH Ryan Holowicki Ryan Holowicki Colleague at CaptrustRaleigh, North Carolina, United States View → AK Alex Krenek Alex Krenek Colleague at CaptrustDallas, Texas, United States View → CH Chris Hopkins Chris Hopkins Colleague at CaptrustBoston, Massachusetts, United States View →
2 education records

Michele Lenz, Cfp® education

B.S. Personal Finance, Certificate In Business

University Of Wisconsin-Madison

Activities and Societies: President of Financial Occupations Club for University Students (FOCUS), GUTS tutoring, Intramural Volleyball.

FAQ

Frequently asked questions about Michele Lenz, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michele Lenz, Cfp® work for?

Michele Lenz, Cfp® works for CAPTRUST.

What is Michele Lenz, Cfp®'s role at CAPTRUST?

Michele Lenz, Cfp® is listed as Specialist | Wealth Planning at CAPTRUST at CAPTRUST.

What is Michele Lenz, Cfp®'s email address?

AeroLeads has found 1 work email signal at @uwcu.org for Michele Lenz, Cfp® at CAPTRUST.

What is Michele Lenz, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 920 for Michele Lenz, Cfp® at CAPTRUST.

Where is Michele Lenz, Cfp® based?

Michele Lenz, Cfp® is based in Seattle, Washington, United States while working with CAPTRUST.

What companies has Michele Lenz, Cfp® worked for?

Michele Lenz, Cfp® has worked for Captrust, Fluently Financial, Llc, Flourish Wealth Management®, U.S. Bank, and All Star Financial.

Who are Michele Lenz, Cfp®'s colleagues at CAPTRUST?

Michele Lenz, Cfp®'s colleagues at CAPTRUST include Brandy B. Hydrick, Cfp®, Kyle Clifford, Caia, Joshua Haire, Carolin Warrick, and Mark Fearigo, Cfp.

How can I contact Michele Lenz, Cfp®?

You can use AeroLeads to view verified contact signals for Michele Lenz, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Michele Lenz, Cfp® attend?

Michele Lenz, Cfp® holds B.S. Personal Finance, Certificate In Business from University Of Wisconsin-Madison.

What skills is Michele Lenz, Cfp® known for?

Michele Lenz, Cfp® is listed with skills including Teamwork, Customer Service, Spanish, Time Management, Interpersonal Communication Abilities, Public Speaking, Tax Preparation, and Personal Finance.

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