Michelle C. Moser, MBA

Michelle C. Moser, MBA - MBA

Financial Services Representative

301 Carlson Parkway Suite 300
Minnetonka, MN 55305

Phone: (952)258-5221
Fax: (952)258-5224
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

Michelle C. Moser is in her fifth year as a valued member of the Sundell Team.  Michelle helps a full range of clientele, from young families just getting started, to corporate executives managing their resources during the accumulation years, all the way through to retirees living on fixed incomes.

 

She is passionate about helping others and prides herself on being an advocate for people and their money.  She also feels that it is her duty to make sure families and businesses are protected against unforeseen events.  She is particularly interested in helping women gain more confidence in money matters and does regular seminars geared towards helping women and young families gain financial freedom.  She wants all women that she comes in contact with to feel empowered when it comes to their finances. 

 

Michelle’s previous life and work experiences have led her to focus on the health care industry, pharmaceuticals, telecommunications, non-profits, and women-owned small businesses. She helps make her clients unique dreams a reality through thoughtful advising and strategic implementation.

 

Michelle resides in the ComoParkneighborhood of Saint Paulwith her husband Bill, daughter Gillian, and German Shepherd Peppermint.  She enjoys golf, skiing, travel, camping, reading, and hiking.  Michelle graduated from ColoradoCollegewith a B.A. in political science in 1992.  In 2002, she achieved her M.B.A. in marketing and management from the Universityof St. Thomas.

 

Michelle believes that giving back is a vital part of her job, and is involved in several organizations that reflect this.  She is involved in a local Rotary organization called Twin Cities Nights where she is the Membership chair.  She is also a member of two networking groups.  The first, called Working Mothers Connect, helps women achieve balance between their personal and professional lives.  The second, Transition Resource Group, is a select group which provides a variety of services for business owners in transition.  Michelle also volunteers at ColonialChurchin Edinafor their FinancialPeaceUniversitycourses.

 

Michelle was honored to receive the Five Star Wealth Manager award advertised in the Mpls/St Paul magazine for the first time in 2009. 

 

 

 

 

 

The 5 Star award is granted by Crescendo, an independent 3rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.