Meet Jason Moore, our dedicated Financial Advisor, whose commitment to excellence and genuine passion for helping others define his approach to financial planning.
Jason holds certifications as a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary (AIF), underscoring his commitment to providing exceptional financial guidance.
In Jason, clients will find a dedicated advisor, a compassionate community member, and a lifelong learner, committed to guiding them towards their financial goals with passion and integrity.
He actively serves on the board of the Kettering City School Forward Foundation and is a member of the Dor-Wood Optimist Club. He generously supports charities close to his heart, including these organizations and the Kettering Backpack Program.
Family brings Jason great fulfillment. He lives with his wife, Jaimee, and their sons, Ethan, Carter, and Noah. Their lively household includes two cats, Rosetta and Penelope, and two dogs, Ruby and Ellison. Jason’s educational foundation began at the University of Toledo, where he earned a bachelor’s degree in finance, paving the way for his successful wealth advising career.
Outside of work, Jason enjoys an active lifestyle, including golfing, working out, and playing in a local adult baseball league. He cherishes moments spent with his family, whether exploring nature with their dogs, enjoying movie nights, or attending local events.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.