About Moore Financial

With over 45 years of financial planning expertise, Timothy “Tim” Moore has built Moore Financial from its insurance roots into a premier financial services firm serving both the Frederick community and clients across multiple states. A graduate of Mount St. Mary's University with dual Bachelor of Science degrees in Business & Finance and Economics, Tim brings a wealth of academic knowledge and real-world experience to every client relationship.

Professional Excellence. Tim's extensive credentials include FINRA Series 6, 7, and 66 licenses, comprehensive insurance certifications, and a distinguished 25-year membership in the Million Dollar Round Table (MDRT). As a Life & Qualifying MDRT member, he has achieved an elite status reserved for those with ten or more years of membership, placing him among the top performers in the life insurance and financial services industry. Tim has earned the designations of Life Underwriters Training Council Fellow (LUTCF) and Life and Annuity Certified Professional (LACP). Additionally, he has served as a FINRA arbitrator for over two decades, demonstrating his commitment to maintaining the highest standards in the financial industry.

Community & Family. Beyond the office, Tim is deeply committed to his faith and community, serving as a deacon at St. Katharine Drexel. Together with his wife Kathy, he cherishes time with their six children and seventeen grandchildren, whether at home in Frederick or enjoying their favorite retreat at the Delaware shore.

A Frederick native and second-generation advisor, Kevin Moore combines deep local roots with sophisticated financial expertise. He earned his bachelor's degree with highest honors from St. John's University in New York and his MBA from Mount St. Mary's University, complemented by his prestigious CERTIFIED FINANCIAL PLANNER ® designation.

Professional Excellence. As an Investment Advisor Representative, Kevin holds FINRA Series 7 and Series 66 licenses, along with comprehensive insurance certifications. His membership in the Financial Planning Association reflects his commitment to maintaining the highest standards in financial advisory services.

Community & Family. Kevin's dedication to Frederick extends beyond financial guidance through his active leadership roles with the Rotary Club of Carroll Creek, Federated Charities Corporation, Habitat for Humanity, Business Advisory Council for Goodwill of Monocacy Valley, and the Frederick County Chamber of Commerce. Together with his wife Mandy and their three children, he balances his professional life with family adventures, whether hiking local trails, scuba diving, golfing, or exploring new destinations.