Meet Our Retirement and Investment Specialist

Michelle Moore

Michelle Moore is an occupational therapist and educator. After 20 years in healthcare, Michelle found herself emotionally and financially exhausted—widowed, raising teenage children alone, and facing the hard truth that simply trading time for money would never build true wealth or provide long-term security.

Determined to find a better way, she discovered the power of life insurance, annuities, and multifamily real estate syndications as tools for wealth building and creating a legacy.

Michelle's passionate about helping others, especially hardworking professionals, teachers, caregivers, and families, protect what matters most and create the financial future they deserve.

Michelle brings the heart of a teacher to every conversation. She takes time to understand your goals, explains your options in clear terms, and helps you build a strategy that feels right for your life. Whether you’re looking to protect your family with life insurance, roll over an old 401(k) to better prepare for retirement, or explore alternative investment opportunities, Michelle is here to help you take confident steps toward financial freedom.