Michelle R. Montpetit, CFP®

Client Success Manager

Michelle R. Montpetit, CFP®

Michelle serves as a Senior Client Success Manager 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®) professional designation through Georgetown University’s Executive Certificate in Financial Planning program. Michelle’s primary role is to seamlessly onboard new clients to the Facet Family. 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!