Christopher Moore EA

Senior Manager, Trading, Operations, and Compliance


BS Health Science Studies
Boise State University, Cum Laude
Enrolled Agent designation, licensed by the Internal Revenue Service




Christopher began working in the financial sector in 2015 while still attending Boise State University. Working for firms under Wells Fargo Advisors and then as one of the primary traders for another independent investment advisory firm which managed over $1B in client, business, and retirement plan assets, he quickly developed a passion for the behind-the-scenes operations, as well as building relationships with clients.

Core Beliefs in Serving Clients

Our clients are not just names and numbers on a screen. They are real people with real lives, hopes, and dreams. We are honored that they have chosen to trust our advice, and partner with us in pursuit of their financial goals.

Contact Info


Phone: 208-957-6922

Primary Location: Boise