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Michelle Straumanis, *†Financial Planning Consultant

Michelle Straumanis is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Michelle provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Michelle is a registered representative with ProEquities, Inc.

Credentials/Awards

Series 6, 63 and 65 securities licenses
Received 2018 Governor’s Award for Volunteerism – 07/2018

Education

B.A. in business administration, University of Northern Iowa, Cedar Falls, Iowa

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