Michelle Mahoney, CFP®
Examiner · DISC type scMichelle 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.
Read the full overview →How Michelle shows up
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.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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