The Team

Moore & Associates

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Moore & Associates
Moore & Associates

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Our Advisors

Edward Brower

Edward Brower

Financial Advisor

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Designations

CFP®, ChFC®, APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

University of Notre Dame, B.S., 1976 Electrical Engineering
AR License #753685

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Steve Sandkuhler

Steve Sandkuhler

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Charitable Giving

Education

B.S., 2002 General Studies, Indiana University, Fort Wayne, IN, A.S., 1998 Law Enforcement, Vincennes University, Vincennes, IN

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Steven Gilbert

Steven Gilbert

Financial Advisor

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Designations

CFP®, RICP®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies

Education

Cedarville University 2011; BS Accounting & BS Finance

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Mark Etter

Mark Etter

Associate Financial Advisor

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Top Areas of Focus

  • Investments
  • Employee Stock Options
  • Retirement Income Strategies

Education

B.S., 2003 Finance with a minor in Economics - Indiana University, Fort Wayne

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Elizabeth Holtzman

Elizabeth Holtzman

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies

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Brett Thomas

Brett Thomas

Associate Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

University of Kansas, M.S. Journalism 1997, Baker University, B.A. History/Communications 1993

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Jeana Born

Jeana Born

Associate Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Employee Stock Options

Education

B.S., Business Management, Indiana University, Fort Wayne, 2005

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Our Staff

Tamy Adelblue

Tamy Adelblue

Office Manager

Paraplanner
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Qualifications

  • 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
Cameron Wisley

Cameron Wisley

Paraplanner

Investment Specialist
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Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • Indiana Life and Health Insurance
  • With Ameriprise since 2017
Stacy Sautbine

Stacy Sautbine

Operations Manager

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Qualifications

  • 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.
Tina M. Church

Tina M. Church

Client Concierge

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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
Katie VanBurk

Katie VanBurk

Financial Planning Assistant

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Qualifications

  • with Ameriprise since 2013

Roles & Responsibilities

  • Assist and communicate with clients clearly and frequently.
  • Provide support and assistance to advisors / fellow associates
Laura Scheppele

Laura Scheppele

Client Service Specialist

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Qualifications

  • B.A., Elementary Education, 2008 Purdue University
  • Notary Public, State of Indiana, Allen County
  • with Ameriprise since 2015

Roles & Responsibilities

  • Communicate with clients clearly and frequently
  • Provide support and assistance to fellow associates
Sue Languell

Sue Languell

Client Service Specialist

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Qualifications

  • With Ameriprise since 2014
  • Notary Public, State of Indiana, Whitley County

Roles & Responsibilities

  • Assist and communicate with clients clearly and frequently.
  • Provide support and assistance to advisors / fellow associates.
Jill Weikart

Jill Weikart

Financial Planning Assistant

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Christina Kitter

Christina Kitter

Client Service Specialist

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Qualifications

  • With Ameriprise since 2017
Angie Horn

Angie Horn

Client Service Specialist

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Qualifications

  • with Ameriprise since 2017
Jessica Kelly

Jessica Kelly

Client Service Specialist

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Qualifications

  • with Amerirprise since 2018