Revalue is a home for people passionate about cultivating an abundance mindset in service of community resilience and future generations.
We are financial navigators, connecting people to their purpose by crafting values-aligned financial plans and creative educational programming in partnership with those we serve.
We are redefining wealth, for good.
Co-founder / COO / CCO
Angela champions values-based and community investing, with 20+ years of leadership in the field, and a passion for mentoring first-gen wealth builders. She’s driven by Revalue’s ensemble model, client-employee parity, and commitment to cross-class service. Nature and her children ground her in grace, reminding her of the joy and responsibility in this work.
CEO
Michelle brings deep experience in finance, trust management, and advising business owners, alongside a decade in fund development and nonprofit board governance. As CEO and part-owner of the firm, she’s driven to reshape capital flow through connection and access. Guided by kindness and loyalty, she believes in charting one’s own course and staying curious.
Director of Client Experience / Associate Advisor
Jane brings a love of economic anthropology, seasonal rhythms, and functional design to her role, where she helps clients craft financial journeys rooted in joy and intention. As a part-owner of the firm, she’s motivated by Revalue’s holistic, inclusive approach to building a regenerative future and finds inspiration in city architecture, animal wisdom, and world travel.
Director of Community Investing / Associate Advisor
Rebecca holds an MBA and MPP, bringing a multi-sector finance background and a passion for economic justice to her work in comprehensive planning and community investing. She especially enjoys supporting folks in building clarity and confidence on their own terms. Outside work, she’s grounded by nature, family, and her vibrant Minneapolis community.
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Client Service Associate
Camila is a trilingual Financial Paraplanner Qualified Professional™ with family office experience. She supports clients at Revalue with care and precision throughout their financial journey. Inspired by loved ones and a belief in equal opportunity, she volunteers with three organizations and enjoys quality time with family and close friends.
Operations and Compliance Coordinator
Todd utilizes his background in tech entrepreneurship and operations to bring both structure and heart to the systems that support client success. He’s motivated by Revalue’s mission to help people align their wealth with their values and finds inspiration in literature, music, nature, and genuine connection with others.
HOMESTEADING SPECIALIST
As a part-owner of the firm, Clara Balliet advises the team on operations and finance. She lives in White Lake, Michigan with her husband and two young, homeschooled kids and loves to learn about homesteading, fermented foods, and permaculture.
Co-founder / INVESTMENT ADVISOR
Eric advises the team on investment strategy and research. In his spare time, he enjoys spending time with his family, playing fetch with his dog Blue, and researching physical therapy techniques to help himself and student-athletes at his alma mater, Southgate Anderson High School.
Co-founder / TECH SPECIALIST
As co-founder, strategic advisor, and technologist, Marshel brings 20 years’ experience in the tech sector along with knowledge and skills in implementing agile philosophy within small organizations. He is excited to finally have a place for his table saw and to pursue project visions and homesteading dreams on his new property.
Co-founder / INVESTMENT Advisor
As a co-founder and strategic advisor, Pavan leverages his almost 30 years of professional experience in large and small businesses to guide Revalue through its journey and inflection points. Pavan also understands the unique needs and mindsets of business owners and high net-worth individuals. He is curious, loves learning new things, and recently picked up flying again after a hiatus of 25 years.
Co-founder / COO / CCO
Angela champions values-based and community investing, with 20+ years of leadership in the field, and a passion for mentoring first-gen wealth builders. She’s driven by Revalue’s ensemble model, client-employee parity, and commitment to cross-class service. Nature and her children ground her in grace, reminding her of the joy and responsibility in this work.
CEO
Michelle brings deep experience in finance, trust management, and advising business owners, alongside a decade in fund development and nonprofit board governance. As CEO and part-owner of the firm, she’s driven to reshape capital flow through connection and access. Guided by kindness and loyalty, she believes in charting one’s own course and staying curious.
Director of Client Experience / Associate Advisor
Jane brings a love of economic anthropology, seasonal rhythms, and functional design to her role, where she helps clients craft financial journeys rooted in joy and intention. As a part-owner of the firm, she’s motivated by Revalue’s holistic, inclusive approach to building a regenerative future and finds inspiration in city architecture, animal wisdom, and world travel.
Director of Community Investing / Associate Advisor
Rebecca holds an MBA and MPP, bringing a multi-sector finance background and a passion for economic justice to her work in comprehensive planning and community investing. She especially enjoys supporting folks in building clarity and confidence on their own terms. Outside work, she’s grounded by nature, family, and her vibrant Minneapolis community.
Client Service Associate
Camila is a trilingual Financial Paraplanner Qualified Professional™ with family office experience. She supports clients at Revalue with care and precision throughout their financial journey. Inspired by loved ones and a belief in equal opportunity, she volunteers with three organizations and enjoys quality time with family and close friends.
Operations and Compliance Coordinator
Todd utilizes his background in tech entrepreneurship and operations to bring both structure and heart to the systems that support client success. He’s motivated by Revalue’s mission to help people align their wealth with their values and finds inspiration in literature, music, nature, and genuine connection with others.
HOMESTEADING SPECIALIST
As a part-owner of the firm, Clara Balliet advises the team on operations and finance. She lives in White Lake, Michigan with her husband and two young, homeschooled kids and loves to learn about homesteading, fermented foods, and permaculture.
Co-founder / INVESTMENT ADVISOR
Eric advises the team on investment strategy and research. In his spare time, he enjoys spending time with his family, playing fetch with his dog Blue, and researching physical therapy techniques to help himself and student-athletes at his alma mater, Southgate Anderson High School.
Co-founder / TECH SPECIALIST
As co-founder, strategic advisor, and technologist, Marshel brings 20 years’ experience in the tech sector along with knowledge and skills in implementing agile philosophy within small organizations. He is excited to finally have a place for his table saw and to pursue project visions and homesteading dreams on his new property.
Co-founder / INVESTMENT Advisor
As a co-founder and strategic advisor, Pavan leverages his almost 30 years of professional experience in large and small businesses to guide Revalue through its journey and inflection points. Pavan also understands the unique needs and mindsets of business owners and high net-worth individuals. He is curious, loves learning new things, and recently picked up flying again after a hiatus of 25 years.
We use second-level thinking and a complete view of wealth and capital to help us and our clients discern what actions to take. We are actively moving barriers to capital access.
Life is messy! We treat people and the planet with humility, respect, non-judgement, and compassion. We meet people where they are - bridging barriers and cultivating safety.
We treat Revalue as its own sovereign entity. Its voice calls us to build an autonomous place for your voice and impact for the collective good. We honor leadership and community in equal parts.
We embrace a healing environment over hustle. Supporting people in their well-being is the most important investment we can make.
Revalue is proud to be a Certified B Corporation®. Certified B Corporations® are businesses that balance profit and purpose and foster a fresh vision for an inclusive and sustainable economy. Becoming a Certified B Corporation® means becoming a corporate leader in social and ecological performance, working not just for profit, but for the welfare of our employees, communities, and environment. Learn more about how we scored in key areas by checking out our public profile.
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