SHAWNA MOORE, RICP©, FSCP©, LUTCF©
FINANCIAL ADVISOR
Shawna has been in the insurance and financial services industry for over 25 years. She worked in her parent’s agency in high school and ran her own agency at 23. She has developed not only a keen understanding of industry trends and innovative solutions, but she also provides clients with many options to manage financial wealth. Shawna values a very client-focused approach, treating each client’s needs based on their life goals. She believes that the core of this industry is about making a connection with her clients that extends beyond transactions and is built on relationships.
Typically, Shawna works with professionals who have the challenge of approaching retirement but don’t know what they are going to do with their 401(k) or employer plan. Since there’s no plan in place, they have concerns and are worried about running out of money. They are tired of worrying about money and want to find a way to stop worrying about it. They want a plan after retirement. Shawna helps them find solutions to calm their fears and create peace of mind and they can know that the money situation is completely under control.
Shawna has also acquired the Retirement Income Certified Professional (RICP©), Financial Services Certified Professional (FSCP), and Life Underwriter Training Council Fellow (LUTCF) designations.
David Moore
Dave Moore assists his wife Shawna in handling the marketing tasks for Moore Wealth Partners. He invites prospects to their practice through a variety of media channels and is responsible for both the design and branding of the business.
Dave previously coached a nationally known baseball program for 21 years, helped run youth baseball camps for over 20 years, and worked for two years as a consultant for a sports agency. Dave has also helped stage one of the top baseball tournaments in the country and assisted in developing future collegiate and professional baseball players and coaches. Having helped shape the lives of hundreds of young men into productive adults by giving them the right tools to succeed at any endeavor, Dave brings an abundance of interpersonal skills to his marketing approach at Moore Wealth Partners.
Dave’s experience working in sports has led him to typically work with current or retired athletes, as they tend to have unique situations and need help managing their finances, both during their careers and after, as well as managing income with their new careers or business ventures.
Nicole Delozier
Office Manager
With over 25 years of experience in Office administration, Real Estate, and Construction Project Management, Nicole brings a wealth of knowledge and expertise to our team. Nicole and her husband, Derek, relocated from Oregon in 2021 and have three boys. They are a sports-loving family, especially when it comes to baseball! They enjoy watching their boys play sports, traveling, and exploring the beautiful desert landscapes through hiking.