I have been an Edward Jones financial advisor for 16 years in Tualatin, Oregon. I have an MS in counseling psychology from Pepperdine University, and completed 3000 hours of volunteer counseling at the Laguna Beach Community Clinic.
These experiences helped me learn to hear what was most important and most meaningful to people. It gave me the knowledge and wisdom to help people in all types of life situations. Though satisfying, it was not the career for me.
Intrigued by technology, I transitioned into a high-tech career, working for Texas Instruments, among others. After 25 successful years, I moved to Oregon to be closer to family.
I found a home at Edward Jones because I felt it allows me to use my knowledge and experience as well as my compassionate nature to help people achieve their goals.
I am dedicated to being active in the community. I have volunteered with at-risk 5th and 6th grade students, spent time in NOLA after Hurricane Katerina rescuing animals, volunteered with both The CAT Adoption Team and Fences for Fido, and spearheaded over five clothing drives for Dress for Success Oregon. I am a member of the Tualatin Chamber of Commerce and active on our region's leadership team.
When not working, I enjoy international travel, drinking wine with my friends and taking my two dogs for long walks.
At Edward Jones, we have an established process to understand the level of risk you're comfortable accepting, so we can balance it with specific strategies to reach your long-term goals. We monitor your progress to help make sure you stay on track, and will work with your attorney, accountant and other trusted professionals to deliver a comprehensive and tailored plan.
Whether you're planning for retirement, trying to make sure your money lasts through out retirement or planning your legacy, my branch office administrator, Kathy Wall, and I will provide you top-notch service. Please contact us today to get started. We look forward to meeting you!
Focus areas
- Retirement Savings Strategies
- Socially Conscious Investing
- Insurance & Annuities
Focus Areas
- Retirement Savings Strategies
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Pets
- Traveling
- Wine Collecting/Enthusiast
- Social Responsibility
- Sustainability
Personal Interests
- Pets
- Traveling
- Wine Collecting/Enthusiast
- Social Responsibility
- Sustainability
Office Information
Phone Number
Michele D Kaiser at (503) 691-2989Branch Team
- Kathy Wall
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Kathy Wall
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More