I am fortunate to serve the communities in which I live and work. We have built our practice through referrals by friends and family members. In our practice, we work to find out what is important to you and then partner with you to build your knowledge and financial acumen, along with your wealth and financial strategies.
We have a disciplined process to support our clients as they accomplish many goals: retirement, wealth transfer, educating children and grandchildren, philanthropy, investment and cash management. I am able to provide a high standard of care due to the support of my branch office administrators, Karen Turchin and Cheri Campbell. When working with us, clients can expect professionalism, a high level of customer service, follow through, accuracy and personalized care.
Family is important to me. I am married and we share four children, two grandchildren and a rescue dog. I also believe in giving back and volunteering in our community, I am in my 15th year as a Rotarian, currently serving on the board and as a past president.
I would love to learn about you, your family and your financial situation. Please, stop by the office or give us a call. I look forward to hearing from you.
Our office is accepting new clients who are comfortable with transparency and are serious about building their wealth.
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Art & Theater
Phone NumberShelley M Moffatt at (253) 639-8584
|Mon||07:00AM - 04:00PM|
|Tue||07:00AM - 04:00PM|
|Wed||07:00AM - 04:00PM|
|Thu||07:00AM - 04:00PM|
|Fri||07:00AM - 04:00PM|
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