David Moore, MPAS®, RFC

David Moore, MPAS®, RFC

Partner, Trinity Strategic Wealth™

(918) 858-2804 | david.moore@raymondjames.com

David Moore, MPAS®, is a Partner at Trinity Strategic Wealth™ with over 34 years of financial services experience. He specializes in individualized 401(k) education, 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 and Leadership Tulsa.

David and his wife, Cheryl, have one adult daughter, and two grandchildren. They are members of Memorial Baptist Church.

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David’s Team

Ian Kiefer, CFP®

Ian Kiefer, CFP®

Financial Advisor

(918) 858-2815 | ian.kiefer@raymondjames.com

As a CERTIFIED FINANCIAL PLANNER™ professional at Trinity Strategic Wealth™, Ian is here to help clients make informed decisions. By understanding how their finances affect the many aspects of their lives, including their career, where they choose to raise a family, or when they plan to retire, Ian helps to identify any concerns clients may have and work toward achieving their goals with greater clarity and confidence.

In addition to his CERTIFIED FINANCIAL PLANNER™ designation, Ian earned a Financial Planning Certificate from the College for Financial Planning and a Bachelor’s degree in Finance from Oral Roberts University.

Outside of the office, Ian enjoys spending time with his wife, Erica and two sons, Tyler and Finn. While most of his free time is spent with family and friends, he also enjoys backpacking, climbing mountains and serving at BattleCreek Church.

Anna Vincent

Anna Vincent

Executive Assistant to David Moore, MPAS®, RFC

(918) 858-2813 | anna.vincent@raymondjames.com

Anna Vincent is the Executive Assistant to David Moore, MPAS®, RFC. She coordinates David’s calendar, prepares daily reports and communicates with the client service department regarding service requests.

Anna grew up in Collinsville, Oklahoma and graduated from the University of Arkansas in Fayetteville, Arkansas. There she majored in Apparel Merchandising and Product Development.

Anna serves as the Volunteer Coordinator and Social Media Director for Puppy Haven Rescue. She enjoys spending time with friends and family, traveling, and attending Razorback football games.