Michelle Dash

Michelle is the Director of Product and Services at Boldin. She manages the product, customer support, education, and service to help you prepare for financial independence and make smarter choices for retirement. Her goal at Boldin is to broaden the reach of financial education and empower you to take control of financial decisions.

Michelle has a BA in Psychology from the University of Michigan, an MS in Human-Computer-Interaction from DePaul University, and complete Certified Financial Planner^® coursework at Northwestern University. She previously worked for Technology Consulting firms as a Program Manager for clients in Financial Services, Hospitality, Healthcare, and the United States Air Force.

Michelle lives in Chicago where she enjoys exploring neighborhoods, playing basketball, and planning her next international travel adventure.

Nancy Gates

With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.

When she’s not crunching numbers, Nancy might be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu and Angkor Wat.

Nancy is a wealth of knowledge and loves working with the Boldin community. You may meet her during My Plan Demos, Office Hours, or in Live Plan Review Sessions.

Rae DeBruyne

Rae’s analytical inclinations and desire for meaningful work making a difference in the lives of others led to an early career pivot from project management to the field of financial planning.

As a graduate of the University of Minnesota-Duluth (UMD) with a bachelor’s degree in Human Resource Management and a minor in Psychology, Rae returned to UMD in 2018, enrolling in the CFP® Board Certified Financial Planning program with the goal of becoming a CERTIFIED FINANCIAL PLANNER™. She’s grateful for the opportunity to join the Boldin team to collaborate with members and support their planning efforts through the service desk, one-on one-coaching, and live events.

Rae is an avid disc golfer and loves to travel, especially to places with awesome hiking trails.

Bruce Lorenz, CFP®, MBA, FHFMA

Bruce Lorenz joined the financial services industry and became a CFP® professional to help people achieve their financial goals, plain and simple. He is the practicing advisor for Boldin Advisors.

Bruce spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one on one with individuals and families, helping them plan for the future and live their best life.

Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He is also certified as a Fellow with the Healthcare Financial Management Association.

Bruce shows his passion to help others by providing pro bono financial planning through a number of organizations helping the underserved across the country.

Blending his experience in the healthcare industry with his financial planning knowledge, Bruce is positioned to help people understand Medicare and their choices and options available.

When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. Bruce is also an avid music lover and plays the piano.