As the founding principal of Moore Financial Group, David primarily focuses on getting to know his clients, honing in on not just their needs, but also what they want to accomplish. He informs his clients about options they may never have considered for their stated goals. He wants to help them develop confidence, based on reality, that they are on the right track to accomplish their goals for retirement income, estate planning and legacy and gift planning.
David’s approach is conservative and unbiased. It’s with comfort, dedication and an unparalleled level of customer service that David works to help clients. He attained his Series 7 and 63 securities licenses, holds the CFP® and CLU® designations and is also health and life insurance licensed in multiple states.
Outside of work, you can find David spending time with his wife, their three adult sons, their wives and his six grandchildren. He is an avid reader, enjoys working on his wooded property and is involved in leadership and teaching at his church.