Timothy A. Moore, CFP®

Timothy A. Moore, CFP®, has been serving clients as a financial advisor since 2002. He holds FINRA Series 7 registration through LPL Financial and 65 registration through Independent Advisor Alliance, along with multiple state life and health insurance licenses. Tim specializes in retirement planning, asset management, multi-generational legacy planning, and tax-efficient wealth strategies. He also provides tailored financial guidance to small businesses and regional banking institutions.

Originally from Pennsylvania, Tim grew up along the shores of Lake Erie, where he enjoyed skiing, golfing, dirt bike riding, and camping. He earned the rank of Eagle Scout with Troop 57 — an experience that helped shape his strong work ethic and commitment to service.

Today, Tim’s greatest joy is spending time with his 11-year-old daughter, Riley. Together they enjoy traveling to zoos, skiing, golfing at their local course, and horseback riding whenever they have the opportunity. Riley’s love for animals and her dream of becoming a zookeeper continue to inspire many of their adventures.