ATHENS IMPACT
SOCIALLY RESPONSIBLE INVESTMENTS
MEET THE TEAM
Michelle Wilson, CSRIC ™, AIF™, AFC ™
Financial Planner
and Fee-only Fiduciary
Michelle lives in Athens and enjoys spending time with her partner, Gil, and being near her children and their families. Her goal is to have a self-sustainable lifestyle by the time she retires. After years in corporate banking, Michelle came to the realization that finding peace in retirement doesn't mean having the most money; it means surrounding yourself with nature, community, and those you love. Money is simply a tool to help us accomplish the things we find important. Michelle is happy that with Athens Impact, she is doing something that matters and makes a difference in the world.
Experience
Michelle Wilson is an independent, fee-only fiduciary who has over 25 years experience in the financial services industry. She founded Athens Impact to deliver a comprehensive wealth management experience to clients focused on ethically and socially responsible investing principles. Her new office is located right next to Village Bakery in Rural Athens, Ohio.
Education
She earned her Accredited Investment Fiduciary® certification and is one of the few Chartered Socially Responsible Investment Counselor® certification holders in the State of Ohio and West Virginia. She earned the FINRA series 7 and 66 licenses, is an Insurance Agent in Ohio, holds her Accredited Financial Coaching certification®, and has completed a Masters in Financial Planning.
Holly Fitch, CPFW™, CFEI™
Financial Coach
and Office Manager
Holly is a Certified Personal Financial Wellness Consultant® and a Certified Financial Education Instructor® with the National Financial Educators Council®. She specializes in helping people get out of debt, improve their credit score, and create personalized plans for current time-based goals. She currently spends part of her time working with client's from Meigs County JFS to help people transition from government assistance to self-sufficiency.
In addition, she works in the front office several days a week and her smile may be the first thing you see if you drop in. She helps set appointments, fills out paperwork, and answer many client questions and concerns. In addition to her time at Athens Impact, she is a yoga teacher and a co-manager of Athens Yoga. When asked what she does in her free time, she said, "I enjoy time with my family, walks with my dog, tending to my garden and burying my nose in a good book." We are thrilled to have her here.