The Team

Moller & Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Rick Moller

Rick Moller

Private Wealth Advisor

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Designations

CFP®, MBA, ChFC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies

Education

BA Law and Government 1983, Lafayette College, MBA 1991, Duke University - Fuqua School of Business
CA Insurance #0I82046

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Connie Davis

Connie Davis

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

B.S. in Business 1978 from Miami University, Oxford, Ohio

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Our Staff

Gerri Owen

Gerri Owen

Office Manager

Tyler Fout

Tyler Fout

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Qualifications

  • CFP®, ChFC®, CLU®