Mission Statement: Building partnerships that create confidence and financial success for generations.
Value Proposition: I provide goal-focused financial education and recommendations to clients in order to assist them in achieving their financial objectives.
Individual Profile: I have been married to my wife, Mary, since 2003. We have two beautiful daughters, Rachel and Kristen. I entered the financial services industry after serving 7 years active duty in the U.S. Army as a Chemical Officer where I was awarded the Bronze Star Metal for my service in Operation Iraqi Freedom. I started with First Command Financial Advisors for a year and a half prior to moving to Allstate Financial Services for approximately 11 years. Next, I was with Investment Professionals for approximately 2 years prior to the company being acquired by Ameriprise. I took that opportunity to start Moore Wealth Management and stepped out as an independent financial advisor with Upstream and am still there today. In 2019 I added Medicare products to my lineup and have helped hundreds of families make the hard decision about which Medicare plan to take.
I focus heavily on providing the necessary education to my clients in order for them to be prepared to make the life changing decisions for their future. I frequently use investments and products that provide stability and protection from many of the risks people face. All plans and recommendations are designed around the client’s goals and concerns.