Michelle Yates, CFP®, CPRS™, BFA™, CDFA®️Financial Advisor
Michelle Yates joined RAA in February of 2017 and serves as a Financial Advisor. She has over 15 years of financial industry expertise and has supported clients in varying roles with Strategic Wealth Partners, Durbin Bennet – Private Wealth Management, CYRS Wealth Advisors, and AMCORE Bank before joining RAA.
She obtained her BA in Management and Leadership from Judson University in Illinois and holds a Series 65 Uniform Investment Advisor license and a certificate in Paraplanning from the American College of Financial Services. She also holds the Certified Personal Retirement Specialist (CPRS™), Behavioral Finance Advice (BFA™), Divorce Financial Analyst (CDFA®), and Certified Financial Planner (CFP®) certifications. She is also a member of Women in Aviation and is an active member in the North Texas Chapter.