Michelle Mahoney, CFP®
Login to view DISC.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.
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