Moore & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Moore & Associates

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Advisors

Advisor photo for Ed Brower

Ed Brower

CFP®, BFA, APMA, CRPC

Financial Advisor

Financial Planning Specialist
Visit Ed Brower's website
Advisor photo for Mark Etter

Mark Etter

CFP®, APMA

Financial Advisor

Visit Mark Etter's website
Advisor photo for Steve Sandkuhler

Steve Sandkuhler

CFP®, APMA

Financial Advisor

Investment Manager
Visit Steve Sandkuhler's website
Advisor photo for Elizabeth Holtzman

Elizabeth Holtzman

CRPC

Associate Financial Advisor

Financial Planning Analyst
Visit Elizabeth Holtzman's website
Advisor photo for Jeana Born

Jeana Born

APMA

Associate Financial Advisor

Investment Specialist
Visit Jeana Born's website
Advisor photo for Tonja Rutsey

Tonja Rutsey

CFP®, AAMS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Tonja Rutsey's website
Advisor photo for Robert Veenstra

Robert Veenstra

APMA, CRPC

Associate Financial Advisor

Investment Specialist
Visit Robert Veenstra's website
Advisor photo for Tracie Luley

Tracie Luley

AAMS

Associate Financial Advisor

Financial Planning Specialist
Visit Tracie Luley's website
Advisor photo for Brett Thomas

Brett Thomas

Associate Financial Advisor

Visit Brett Thomas's website

Lee Morris

Associate Financial Advisor

Visit Lee Morris's website


Team

Tamy Adelblue

Tamy Adelblue

Office Manager,

Paraplanner

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

  • FINRA Series 7
  • FINRA Series 66
  • Indiana and Ohio Life Insurance
  • Notary Public, State of Indiana, Huntington County
  • with Ameriprise Financial since 1997

Roles & Responsibilities

  • Executive Assistant to Christopher P. Moore
  • Business Development Manager
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Stacy Sautbine

Stacy Sautbine

Operations Manager

Qualifications

  • FPQP® Financial Paraplanner Qualified Professional™

  • Notary Public, State of Indiana, Allen County
  • With Ameriprise since 2011

Roles & Responsibilities

  • Supervise Client Service Specialists
  • Improve customer service quality results by establishing and communicating service metrics; monitor results and implement service enhancements.
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Tina M. Church

Tina M. Church

Client Concierge

Qualifications

  • Notary Public, State of Indiana, Allen County
  • with Ameriprise Financial since 2005

Roles & Responsibilities

  • Communicate with clients clearly and frequently
  • Provide support and assistance to fellow associates
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Christina Kitter

Christina Kitter

Client Service Specialist

Qualifications

  • FPQP® Financial Paraplanner Qualified Professional™

  • With Ameriprise since 2017
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Alexys Frankewich

Alexys Frankewich

Client Service Specialist

Qualifications

  • FPQP® Financial Paraplanner Qualified Professional™

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Celest Bustard

Celest Bustard

Client Concierge

Lucas Moore

Lucas Moore

Client Service Specialist

Qualifications

  • with Amerirprise since 2020
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