Broker Check

Our Team

Craig Moore

Client Portfolio Management & Financial Planning

(513) 448-4156

thomas.moore@lpl.com

Craig has been in the financial services industry for over 14 years. He earned his Bachelor's degree from Northern Kentucky University and holds the Chartered Wealth Advisor certificate (CWA) from Michigan State University. He is also...

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Teddie Curry

Client Services Manager

(513) 448-4156

(513) 448-4157

theresa.curry@lpl.com

Teddie is your first stop for all service needs. She has years of experience in handling details and is a tireless advocate for our clients. Teddie earned a Bachelor's degree from the Ohio State University and an MBA from...

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Mason Moore

Client Services Assistant

mason.moore@lpl.com

Mason joined the team in 2019 as a Client Services Assistant. Mason is currently attending Xavier University (Cincinnati, OH) graduating in 2019. He is currently studying for the Securities Industry Essentials (SIE) examination...

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Richard Curry

Risk Management Associate

(513) 448-4156

Richard has been in the financial services industry for over 50 years. He is a graduate of the University of Cincinnati (UC) and is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant® (ChFC®). Richard has...

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