Michelle Gass

Examiner
DISC Type : cs

Partner at Paradigm Advisors LLC

Dallas, Texas, United States

Overview

Michelle Gass is a Partner at Paradigm Advisors, a fee-only financial advisory firm she founded. With a background as a CPA and CFP®, she specializes in financial planning and investment management for professionals and families. She holds a Master of Accountancy with a concentration in Taxation from the University of Tennessee.

Outside of her professional life, Michelle is passionate about community involvement and philanthropy. She is actively involved with Capital for Kids, where she has participated on the board for over two decades, demonstrating a long-term commitment to supporting childrens causes. Her personal interests include travel, walking, and playing bridge.

Unique fact: Before focusing on financial planning for families, Michelle founded and successfully ran one of the first female-owned hedge funds for over twenty years.

Personality Overview

Unexpressive

Status Quo Seeker

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Family Financial Planning
Her firm specializes in helping young families and professionals achieve financial confidence through holistic planning and investment management.
Community Philanthropy
She has been a board participant with the children's charity, CAPITAL FOR KIDS, since its inception, and currently serves on the advisory board.
Entrepreneurship
She founded her own firm, Paradigm Advisors, and previously launched and managed a successful hedge fund for over 20 years.

Media Appearances

Michelle has no verified media appearances

Work History

10-1992
Partner at Paradigm Advisors LLC
Senior Research Analyst & Limited Partner at Feshbach Brothers
Analyst at Collins Capital
Tax Senior at Arthur Andersen

Education

Master of Accountancy/Concentration Tax from University of Tennessee, Knoxville
Bachelor of Business Administration (BBA) from University of Tennessee, Knoxville

More Information

Social Presence :

Prographics :

Exp : 33 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Partner at Paradigm Advisors LLC
URL has been copied!

Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Michelle

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Michelle move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Michelle take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Michelle

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.