Our Team

Tom has been working in financial services since 1999 and has developed a strategy that he refers to as “Your Guide to a More Efficient Retirement Plan,” which he uses in his work with businesses and organizations to help...

Andrea began her career as a Financial Professional with The Moody Street Group, LLC in June of 2018 after spending twenty years educating middle and high school students. Helping others achieve success in a variety of ways has held...

Andrew’s decorated career has always focused on providing customized, life-long financial strategies for families and businesses. Partnering with The Moody Street Group he is excited to combine Creative, Values-Based Financial...

David joined the Moody Street Group in October of 2021. Prior to joining the Moody Street David was an educator and instructor in Latin and prior to entering the Financial Services field with New York Life. With the Moody Street Group,...

Pat entered the Financial Services Industry in 1989 with MetLife following a career in the Healthcare Industry where she worked for 15 years with Brigham and Women's Hospital in the Oncology field. In 2018 she joined the Moody Street...