Meet Our Team

Aaron C Moore

Aaron C Moore, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor
Office 260-443-7644

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

Jase Oakley, RICP®, WMCP®

Financial Representative
Office 260-443-7652

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.

Aaron C Moore

Aaron C Moore, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor


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