Meet the Team
Jeremiah Nelson
Managing Partner
Stocks, Bonds & AnnuitiesJeremiah Nelson is a retirement-focused financial professional who helps individuals and families protect, grow, and distribute their wealth with clarity and confidence. His practice is built around one core belief: retirement should be secure, predictable, and stress-free—never left to chance.
Jeremiah specializes in retirement income planning, annuities, indexed strategies, and estate coordination, working closely with pre-retirees and retirees who want to reduce market risk while maintaining long-term growth potential. His approach emphasizes stability, efficiency, and thoughtful planning—especially during the critical transition from accumulation to income.
With experience across multiple insurance and retirement planning strategies, Jeremiah is known for his ability to simplify complex financial concepts and translate them into clear, actionable decisions. Clients value his straightforward communication style, disciplined planning process, and focus on outcomes that align with real life—not theoretical returns.
Jeremiah works with individuals, business owners, and families who want to:
Create reliable lifetime income
Protect principal from unnecessary market volatility
Improve the efficiency of their retirement and legacy plans
Ensure their assets are positioned to support both retirement and heirs.
Alexander Moore
Managing Partner
Life Insurance, Health Care and AnnuitiesFrom a young age Alexander was made aware of the changing financial landscape of America. He realized that the world he would inherit wouldn’t be the same as that of previous generations.
Growing up in the decline of the Rust Belt, he witnessed the struggle of family and friends as pensions and people were cut to make way for bigger profits. It led him to wonder what retirement would look like in years to come?
Today Alexander is a skilled and knowledgeable financial advisor with years of experience in the field.
He touts a solid foundation in finance and a care for people built on the memories of those who came before him and his first and most important teaching of his childhood: “Do unto others as you would have them do unto you.”
He holds the belief that the way forward will be driven by old school ideals and new age solutions, with people at the center of both.