With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

Michelle Jann
Director of Wealth Planning
Goelzer Investment Management
United States, Indiana, Indianapolis
About Me
Profile Information
Director of Wealth Planning
Goelzer Investment Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Indianapolis
Indiana
United States
Jan 11, 2025
Work Experience
Goelzer Investment Management
Director of Wealth Planning, Senior Wealth Advisor Mar 2023 - Present
Email: mjann@goelzerinc.com
Keylinks
More profiles to browse
Kory Fay
Wealth Advisor
Craig Maschmeyer
Portfolio Manager

Helena Ocampo
Senior Portfolio Manager
Gavin Stephens
Chief Investment Officer
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management