Micahl Wester, CPWA®, CFP®, is a Managing Director on the Client Advisory Team. She serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Micahl provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy and wealth-transfer goals.
Prior to joining Tolleson Wealth Management in 2007, Micahl worked at a boutique financial planning firm in Dallas.
Micahl earned a Bachelor of Science in Personal Financial Planning from Texas Tech University. She is registered as a Certified Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER practitioner. She has served on the DFW Financial Planning Association Board of Directors as the Special Events and Symposium Director, and is a past planning committee member for the Northeast chapter of the Cystic Fibrosis Foundation.