Our Firm

Our firm offers a diversified set of expertise and educational experience to meet client needs in the areas of retirement planning, estate planning strategies, and business planning.  We strive to make doing business with us an educational process for you.

TEAM MEMBERS

Kevin C. Moore, CLU is the veteran leader of the firm.  He provides experience in the arena of estate planning strategies.  Kevin built his career helping baby boomers plan for the future and now advises professionals, executives, and laborers making the transition from the workplace to retirement. 

W. David Hicks, JD is a graduate of the University of Virginia School of Law and holds a Business degree from Lee University in Cleveland.  David is actively involved in helping young families lay a solid financial foundation for the future.  He works extensively in the areas of estate and business planning strategies with a focus on developing relationships with other professionals.

Matthew Wiseman serves professionals and executives with financial protection and wealth accumulation strategies.  He is a graduate of the University of Tennessee Knoxville.  Matt is active with a number of organizaitons in Chattanooga and Ooltewah and works with many clients outstide Cleveland.  He also works with real estate agents across the region.

Gabe Gamble serves our Business Manager, case design specialist, and client service coordinator.  He has a business degree from the University of Georgia and worked for five years as a Financial Consultant with AXA Advisors before assuming his current role.  Gabe's role to our client is invaluable as liason to our service centers.