Our Firm

Moore Financial offers residents of our community, as well as individuals across the country, a full range of financial products and services. Tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. When it comes to financial and investment planning, many people consider the process unduly complex and confusing. and, as a result, often miss out on potentially rewarding financial opportunities, or worse, they take unnecessary risks and fail to adequately protect their assets.

That's where Moore Financial can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information that you need to pursue your financial objectives, we hope to establish a long and beneficial relationship with you.

Let's start by meeting the team:

Timothy J. Moore, Sr. LUTCF, LACP
(301) 663-1477
Tim@moorefin.com

A graduate of Mount St. Mary's College, where he earned dual Bachelor of Science degrees in Business & Finance and Economics, Tim has over 45 years of financial planning experience. Having begun his career in insurance sales, his business has evolved into a premier provider of insurance, retirement, and investment advice for the local community, as well as several states across the country.

Tim is an Investment Advisor Representative, holding a FINRA Series 6, Series 7, and Series 66 license. He is also certified to sell annuities as well as life, health, casualty, and property insurance. He is recognized as a qualifying & life member of the Million Dollar Round Table (25 years), a member of the Life Underwriters Association of Frederick County, a Life Underwriters Training Council Fellow, and a Life and Annuity Certified Professional. Tim currently serves as a Financial Industry Regulatory Authority (FINRA) arbitrator, a position he has held for over 20 years (previously National Association of Securities Dealers, Inc.).

Tim and his wife, Kathy, have six children and seventeen grandchildren, whom they adore. Tim is an acting deacon in the Catholic church and has served at two local parishes: St. Timothy's in Walkersville, MD, and St. Katherine Drexel in Frederick, MD. Tim relishes traveling with his wife and spending time at the Delaware shore.

 

 

Kevin R. Moore, CFP®, MBA
(240) 344-0957
Kevin@moorefin.com

Kevin, the fifth of Tim's six children, is a Frederick native and lifelong resident of Frederick County. He received his bachelor's degree with highest honors from St. John's University in New York and his Master of Business Administration from Mount St. Mary's University in Emmitsburg. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association.

Kevin is an Investment Advisor Representative, holding a FINRA Series 7 and Series 66 license, as well as a license to sell life insurance, health insurance, and annuities.

Kevin and his wife, Mandy, have three children and are firmly planted in the local community. Kevin serves on the Board of Directors for the Rotary Club of Carroll Creek and the Federated Charities Corporation of Frederick. He also serves as a committee member with Habitat for Humanity of Frederick County and the Frederick County Chamber of Commerce. He and his family are members of St. Katherine Drexel Catholic Church.

Outside of work, Kevin enjoys hiking, fishing, golfing, and traveling with his family.