David Moore, MPAS®, RFC
(918) 858-2804 | email@example.com
David Moore, MPAS®, is a Partner at Tulsa Wealth Advisors with over 26 years of financial services experience. He specializes in individualized 401(k) rollovers, retirement, tax and estate planning. David enjoys helping people meet their financial goals and objectives.
David earned a Master of Science in Personal Financial Planning and holds the designation of MASTER PLANNER ADVANCED STUDIES from the College for Financial Planning. He is a graduate of Northeastern State University, the Defense Language Institute, Leadership Tulsa, and is a member of the Rotary Club of Tulsa. .
David and his wife, Cheryl, have a daughter, Laura, and are members of Parkview Baptist Church.
Ian Kiefer, CFP(R)
(918) 858-2815 | firstname.lastname@example.org
Ian Kiefer is a CERTIFIED FINANCIAL PLANNER™ professional who joined Tulsa Wealth Advisors | Raymond James in 2008. Ian works with clients to develop, implement and manage comprehensive financial plans. He seeks to provide confidence through the execution of retirement, investment, insurance and other client-centered strategies to help clients leverage their wealth in order to achieve their life and financial goals.
Ian earned a Bachelor’s degree in Finance from Oral Roberts University and holds a Financial Planning Certificate from the College of Financial Planning. He is a member of the Jenks Chamber of Commerce.
Ian lives in Jenks with his wife, Erica, and son, Tyler. They are members of The Church.at South Tulsa. They enjoy spending time with family and friends, cycling, and going to the lake in the summer. They have an Australian Shepherd/Border Collie mix that can be found in the middle of most activities.
Executive Assistant to David Moore
Cheryl Moore is the Executive Assistant for David Moore. She coordinates David’s calendar and assists in the daily activities for him and his clients. Cheryl has an Associate of Arts degree from Connors State College and 11 years of experience working with David in the office.