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Ron Moody, CFP®, CRPC®

Ron Moody, CFP®, CRPC®

President - Managing Principal

Ron Moody has been involved in the financial services industry since 1981. He graduated with a bachelor's degree from the University of Alabama. Ron holds the designations of CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor conferred by the College of Financial Planning and is a member of the Financial Planning Association. Ron holds various securities registrations with LPL Financial including Series 63, 7 and 8; Series 65 held with Oak Tree Financial Services.

His extensive background and knowledge in the investment, estate and retirement planning fields help Ron to provide outstanding service to his clients. Because Ron is challenged by the financial market, he approaches his job enthusiastically. He has dedicated himself to long hours and staying up to date through continuing education courses. It is through this effort that Ron feels he can best serve the people he works for, his clients.

Ron's knowledge in the financial services arena has helped him to conduct numerous seminars and workshops on investments and estate planning. Through outstanding service and a commitment to excellence, Ron has built a solid client base and expanded his business through referrals from satisfied clients.

Ron is married to Kim, and they have two wonderful children, Allie and Brian.