Michele Freeling

Michele Freeling, CPA, CFP, RRC

ASSOCIATE/ FINANCIAL PLANNER

Michele brings deep experience in accounting and wealth management to BlueRock clients. Her professional background reflects her unique talents, with over 25 years in accounting across several industries, including manufacturing, not-for-profit, hospitality, small businesses, and more recently as treasurer for a municipality. Michele has been a financial planner for over 12 years, supported by her industry designations, including Chartered Professional Accountant, Certified Financial Planner, and Registered Retirement Consultant. She will soon get her Trust and Estate Planning designation.

Clients benefit from Michele’s holistic, resourceful approach and practical, detailed solutions. An innate and compassionate planner, Michele is recognized for her ability to listen, educate, and coach her clients to ensure they are heard, understood and can make informed decisions with a clear understanding of recommendations and benefits. Her passion for financial planning and unparalleled work ethic and commitment to clients foster positive outcomes and build long-term relationships.

Michele enjoys the outdoors, gardening, hiking, and camping with her husband and three children.

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