As an Edward Jones financial advisor, I believe it’s important to invest time with you to learn what's most important to you, your family and your business. I use an established process to build personal, customized wealth management strategies to help you achieve your financial goals and provide you with flexibility in retirement. We can also work closely with your CPA, attorney and other professionals to ensure our approach is in line with your tax and estate planning.

Relationships are key and meeting face-to-face builds strong relationships. During these unprecedented times, we instituted Zoom meetings to provide the next best thing to face-to-face. Because I recognize the challenging needs of our clients' business and lives, I meet at your convenience whenever possible.

My wife, Kim, and I reside in Keller. We have two adult children, Justin Moffat Allred and Steven Moffat. Both attended Keller's fine school system from elementary school through high school. We are the proud grandparents of triplets Annie, Brennan and Carter, as well as their sister, Lily.

My passions are walking and fine art landscape photography. I also enjoy community service as an active member of Rotary Club.

I earned a Bachelor of Arts in business administration from Andrews University and an MBA in finance from Western Michigan University. Educating my clients about financial matters in a simple form is part of what I do.

My branch office administrator, Laura Pool, and I provide top-notch client service. Whether you're planning for retirement, saving for college or want to protect the financial future of your loved ones, we work together to develop specific strategies to support your goals. Let us show you how we can help make a difference in your financial life.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Hispanic Family Finances
  • Insurance & Annuities

My Personal Interests

  • Photography
  • Art Museums
  • Art & Theater
  • Home Theater
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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