Meet Our Team
Aaron C Moore, CFP®, CLU®, ChFC®, CASL®, RICP®
Hometown: Payne, Ohio
Alma Mater: Tiffin University
Joined NM: 2003
Aaron approaches financial planning with a servant’s heart. Driven to serve and enrich the lives of others, he enjoys helping people gain financial clarity and develop a plan to achieve their goals.
Aaron’s passion stems from his love of Jesus Christ, wife Anna, and children, Kinsley and Kiernan. He enjoys camping, golfing, kayaking, and traveling.
Aaron has earned the industry’s leading designations including: Certified Financial Planner (CFP®); Chartered Life Underwriter (CLU®); Chartered Financial Consultant (ChFC®); Chartered Advisor for Senior Living (CASL®); and Retirement Income Certified Professional (RICP®). He is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
Jase Oakley, RICP®
Hometown: Fremont, Indiana
Alma Mater: Indiana University – Purdue University, Fort Wayne
Joined Team: 2011
As a Financial Advisor, Jase's main focus is to create customized financial plans to fit each client's individual circumstances. He also assists in portfolio and account management.
Jase enjoys spending time with his wife Amber and their two children, Easton and Everly. As a family, they enjoy traveling, boating and biking.
Kiley Koeppe, MBA
Hometown: Leo, Indiana
Alma Mater: Asbury University
Joined Team: 2018
As the Client Service Associate, Kiley ensures you will get the ultimate client experience. In doing so she oversees office work flow by preparing and managing files as well as marketing materials.
Kiley is a smitten pet owner of a golden doodle, Penny Lane. She enjoys spending time with family and friends, taking on home DIY projects, collecting vinyl records and cheering on the Tennessee Titans.