S. Michelle Jann
CFP ®   CPWA ®   CDFA ®  

Michelle serves as the Director of Wealth Planning and Senior Wealth Advisor at Goelzer Investment Management, where she has been serving clients since 2016. With over 25 years of experience in wealth planning, tax planning, and investment management, Michelle brings deep expertise and a thoughtful, client-centered approach to her work.

As part of Goelzer’s Private Office, Michelle works closely with multi-generational families to develop and implement sophisticated wealth strategies. Her focus includes advanced tax planning, estate tax minimization strategies, and legacy planning.

Michelle serves on the Board of Directors for Brooke’s Place, a nonprofit that supports grieving youth and families through therapy, support groups, and education, and contributes as a member of the Finance Committee. She is also a member of the Estate Planning Council of Indianapolis and the Financial Planning Association.

Before joining Goelzer, Michelle held senior advisory roles at Fifth Third Securities and BMO Harris, where she specialized in designing and executing comprehensive wealth plans and investment strategies tailored to the unique needs of her clients.

Michelle graduated magna cum laude from DePauw University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® professional, and a Certified Divorce Financial Analyst® professional.