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Our Team

Team photo

With every client, we provide a thoughtful and proactive approach to solving financial complexities that can be difficult to navigate without the right partner.

Our dedicated team shares a collective priority to combine our deep experience in financial markets with a deep understanding of our clients.

William R Moore IIICPWA®, CFP®, CLU®, ChFC®, AEP®

Founder and Private Wealth Advisor

John W. Moore CFA®, CAIA

Director of Investments

Sandra Sumner Myers

Financial Planning Specialist

Phil A. Sening RICP®

Associate Private Wealth Advisor

Charles Bugg

Associate Private Wealth Advisor

Scherrie Barley

Operations Associate

Charles Rowland Klein

Financial Planning Analyst

Brenda H. Lowry

Scheduling Coordinator