Michelle Wagner, CFP®

Director of Sales

Michelle R. Montpetit, CFP®
Michelle serves a Director of Sales at Facet Wealth. Prior to joining Facet, she worked at two prominent wealth management firms in the D.C. metropolitan area, providing holistic financial planning advice to high-net-worth families. Michelle attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through Georgetown University’s Executive Certificate in Financial Planning program. Michelle partners with employers to provide financial wellness, striving to lessen financial stress among employees and increase utilization of all benefits for the company. She leads a team of financial coaches to provide objective financial guidance and help families find the best financial wellness solution for their specific needs. She is passionate about Facet because she believes everyone deserves access to comprehensive financial life management at an affordable price.

Education: University of North Carolina Wilmington (BS)

"It always seems impossible until it's done." -Nelson Mandela

Follow Michelle

Get to know Michelle

Bill and me on vacation in Saint Kitts and Nevis.

Michelle enjoying Paris

Enjoying Paris!

I threw a tea party with my (fraternal) twin sister, Renee!

Exploring the Theodore Roosevelt Island with Scout.

What's your secret talent that no one knows about?

I’ve won a chicken wing eating competition.

If you could be an animal, which would you be?

A dolphin because I’m playful and I love the water!

Where's your favorite place in the world?

Santorini, Greece

What's the coolest thing you're working on right now?

Painting a picture of a cow to go on my parents’ new farm!

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.