I have been an Edward Jones financial advisor for 14 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, Linda Scarlett, and I will provide you top-notch service. Please contact us today to get started. We look forward to meeting you!
My Personal Interests
- Wine Collecting/Enthusiast
- Social Responsibility
Phone NumberMichele D Kaiser at (503) 691-2989
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