Michelle Mowrey

Tax Advisor, Enrolled Agent

Michelle is adept at working with clients on tax-reduction strategies. She began her career as a financial service professional in 1997, and has since provided goal-driven financial planning for clients, with an emphasis on planning for retirement and college.

Michelle earned a bachelor's degree in business administration with an emphasis on finance from National University. Her grandmother, Mary Olmstead, and her parents, David Taddeo and Della Taddeo, were co-founders of Summit Financial Group. She has three children, Gage, Grace, and Gwendolyn. Michelle enjoys traveling with her family, gourmet cooking and photography.

Phone 619.698.9760 Ext. 809
Fax 619.205.4472