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.
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 received the CFP® professional certification in 2017. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies into professional, personal, and financial goals. I can also help with building and preserving family wealth for future generations.
I live and work in Petaluma and I'm an active member of the Sunrise Rotary Club of Petaluma. I have served as a board member for Rotary, Chamber of Commerce and Petaluma People Services Center.
My branch office administrators are Aaryn Sharp and Carol Mills. We are dedicated to providing the highest level of 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
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Retirement Savings Strategies
- College Savings
My Personal Interests
- Personal Fitness
- Health & Nutrition
- Fine Dining
Phone NumberMichelle Moller at (707) 763-3006
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