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Operations Team

Dennis Moore, CFP®, MBA, Chief Operating Officer

Rachel Hodges, Operations Analyst

Tim Reyes, Director of Information Technology

Lori Teutsch, Branch Coordinator

Terri Wodka, Director of First Impressions

Aubrey Moore, Operations Analyst


 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.