It takes time and patience to enjoy the fruits of labor. When you plan for the future, good things can happen.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2008, I began my Edward Jones career as a financial advisor in Petaluma. I graduated from Purdue University Global and received the honor of magna cum laude with a Bachelor of Science degree in finance. I earned the CFP® professional certification in 2017.
I was born at Beale Air Force Base and grew up in Riverside while my father was stationed at March Air Force Base. I moved to Petaluma in 1977. I have two children, Ashley and John, and two grandchildren, Olivia and Brody. My daughter graduated from Sonoma State University, and my son graduated from Le Cordon Bleu in San Francisco. My son, John, decided to pursue a career as a financial advisor with Edward Jones, and we are now working together in the office.
I live and work in Petaluma. I have enjoyed raising my family in this community from elementary school to high school. I am an active member of the Sunrise Rotary Club of Petaluma and have served as a board member for Rotary, Chamber of Commerce and Petaluma People Services Center.
I am proud to share my office with my branch office administrators, Aaryn Sharp and Carol Mills. We are dedicated to providing the highest level of personalized service possible. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- College Savings
- Retirement Income Strategies
My Personal Interests
- Personal Fitness
- Health & Nutrition
- Fine Dining
Phone NumberMichelle Moller at (707) 763-3006
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