Michelle Mahoney, CFP®

Examiner
DISC Type : sc

Senior Vice President at CAPTRUST

West Des Moines, Iowa, United States

Overview

Michelle is a Senior Vice President and Wealth Manager at CAPTRUST, specializing in tax-focused, holistic financial planning. A Certified Financial Planner with a BBA from Iowa State University, she co-founded the all-women firm Generations Wealth Management in 2009, merging with CAPTRUST in 2022 after building it for over a decade.

Outside of work, she is an active community member, involved with Financial Executive Women (DSM FEW) and serving on the Blank Park Zoo investment committee. Michelle enjoys traveling, paddleboarding, and hiking in National Parks with her family and friends.

After two decades in corporate America, she co-founded her own successful wealth management firm as a working mom.

Personality Overview

Status Quo Seeker

Overcautious

Late Adopter

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Holistic Wealth Management
Her core professional focus involves creating streamlined and tax-efficient portfolios to meet clients' personal, family, and charitable goals.
Female Entrepreneurship
She co-founded an all-women firm, Generations Wealth Management, with her business partner after they both spent two decades in corporate America as working moms.
Community Involvement
She is involved with West Des Moines Parks and Rec, serves on the Blank Park Zoo investment committee, and is a member of DSM Financial Executive Women.

Media Appearances

Making Sense of Cents – Interview with Michelle Mahoney, CFP®, Senior Vice President at CAPTRUST. Featured in Apple Podcasts

See Now

Work History

11-2022
Senior Vice President at CAPTRUST
10-2009 - 11-2022
Co-Owner at Generations Wealth Management
9-1995 - 5-2009
Vice President at Wells Fargo Private Bank
1-1989 - 4-1995
Vice President, Corporate Finance at Deutsche Bank North America
6-1987 - 1-1989
Accounting Specialist at GE Client Business Services

Education

1983 - 1987
BBA from Iowa State University - Ivy College of Business

More Information

Social Presence :

Prographics :

Exp : 38 Location : West Des Moines, Iowa, United States Job Level : Leadership Designation : Senior Vice President at CAPTRUST
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Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • 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 don't like to hasten, so their speed of decision-making may be slow.
  • Can Michelle take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Michelle

Personality Compatibility


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