A combination of income tax planning, retirement planning, estate planning, investment asset allocation planning and education, risk management planning and more.

Meet our Financial Advisors

 
 

 

Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI

Angela is a CERTIFIED FINANCIAL PLANNER™ Professional

Master Planner Advanced Studies℠

Chartered Retirement Planning Counselor℠

Certified Financial Education Instructor

Master of Science in Personal Financial Planning

Arielle Minicozzi, CFP®, CSLP®

Arielle is a CERTIFIED FINANCIAL PLANNER™ Professional

Certified Student Loan Professional℠

Home Buying & Mortgage Expertise

Automation Expert

Arielle has been quoted as a subject matter expert on home buying in several publications, including US News and World Report, LendingTree.com, Chime, and others. She conducts educational webinars for other advisors and has done non-profit work for various homeownership organizations.