Nicole took over The Moore Wealth Group in January, 2026 and is passionate about educating clients about financial planning and working together to create a plan that works for you. She holds the Responsible Investment Specialist designation which allows her to follow responsible investing practices while advising clients.
We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss my services, review your specific needs and address any questions you may have. Contact us today.
Your go-to for questions regarding online access to your investments, completing any paperwork, or understanding your statements, Natalie is Dave's mutual fund-licensed associate for all things related to processing trades on your investment accounts. With over 11 years in this role in the industry, Natalie is well-versed in mutual fund operations and in supporting your advisor on a day-to-day basis. She is a welcome addition to the Moore Wealth team in 2022, and looks forward to assisting Dave and his clients in the years to come.