Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® Email and Phone Number
Michelle Clary is the Founder & CEO of @Piton Wealth - Thrivent Network, to realize a vision of benefitting clients with comprehensive financial planning completely in service to their life goals and holistic wellness. At Piton's offices both in the Tri-Cities, Washington (11257 W. Clearwater Ave., Suite 110, Kennewick) and Kalispell, Montana (18 Village Loop Rd), the Piton team use a unique process, the Navigated Journey™, so that the expertise and dedication of Piton financial advisors provide the best possible service to clients. Michelle’s dedication to her vision of Piton Wealth means that she has pursued leadership excellence with Doug Lennick’s Think2Perform, Dan Sullivan’s Strategic Coach, Executive Education at the Stanford University Graduate School of Business, and Executive Presence and Influence at the University of Pennsylvania’s Wharton School. In addition to achieving and maintaining 5 of the most challenging designations in the industry and 25 years of financial planning experience, Michelle also has previous employment experience as an internal auditor with Arthur Anderson, a tenure in the semiconductor industry with Micron Technology, and traded commodities with Cargill. The backstory of these accomplishments is one of faith and family, and good old fashioned hard work. “Our clients inspire us. It’s truly a joy to help them reach their goals.” That’s a lesson Michelle learned early in life, as she watched her dad help people achieve their financial dreams. Eventually, his passion to serve others became her passion, too, which spurred the development and culture of Piton Wealth. She built almost literally from the ground up, even sleeping on an air mattress in the back room of her first meager office for a year because she could not yet afford an apartment, an office or an assistant, but all to keep on the path building a business and serving people. Today, Michelle and a robust Piton team continue to keep relationships at the heart of our practice. She brings warmth, caring, and broad financial expertise to our clients. Michelle loves helping people define and work toward their goals, so they can live fulfilled and generous lives.Outside of work, Michelle enjoys outdoor physical activities with her family. And she uses her secret skill as a world-class sleeper to recharge quickly, so she always wakes up ready for the next adventure.
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Ceo, Senior Wealth AdvisorPiton Wealth - Thrivent Financial Jan 2018 - PresentKennewick, Washington, Us -
Board Director, Thrivent Charitable Impact & InvestingThrivent Jan 2019 - PresentMinneapolis, Mn, Us -
Wealth AdvisorThrivent Sep 2000 - Jan 2018Minneapolis, Mn, UsManage financial plans, risk management strategies, and investments to help protect and accumulate wealth for families, individuals, and businesses.CA Insurance ID #OE44140For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® mark (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements. -
North American Phosphate MerchantCargill May 1999 - Sep 2000Wayzata, Minnesota, UsManaged North American phosphate distribution based on physical and risk positions. -
Business Analyst InternMicron Technology Jun 1998 - Aug 1998Boise, Idaho, Us -
Auditor & Tax Consultant InternArthur Andersen & Co. Jan 1996 - Aug 1996Performed various external audits for US, Canadian, & Mexican manufacturing companies.
Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® Education Details
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University Of IdahoForeign Languages -
Montana State University-BozemanGeneral -
Wharton Executive EducationExecutive Presence & Influence -
Stanford UniversityExecutive Education
Frequently Asked Questions about Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®
What company does Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® work for?
Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® works for Piton Wealth - Thrivent Financial
What is Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®'s role at the current company?
Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®'s current role is Helping clients ascend with confidence..
What schools did Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® attend?
Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® attended University Of Idaho, Montana State University-Bozeman, Wharton Executive Education, Stanford University.
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