Our Team
Lou Moore, CFP®
Founder & CEO
Living a life of purpose, I serve clients and their families. I stay focused on physical, intellectual, and emotional fitness so I can bring my best self to each of my interactions.
Jordan Moore
Senior Director of Financial Planning
Jordan@WealthStrongFinancial.com
Jordan joined the WealthStrong Financial team in 2020 after ten years of experience in both the corporate and startup worlds. His range of knowledge and experience spans financial services, strategic consulting, and marketing...
Nisha Schira
Senior Director of Client Operations
Nisha@WealthStrongFinancial.com
Born in England, Nisha moved to the U. S. in 1998. She joined the WealthStrong Financial team in 2021. Her previous experience of managing a dozen franchise locations, including over a hundred employees, has already made a huge...
Sydney Sinchek
Manager of Client Services
Sydney@WealthStrongFinancial.com
Teresa Sayre
Business Operations Manager
Responsible for daily oversight of operations and compliance functions.
Russell G. Jones
Executive Director, Sagemark Consulting Private Wealth Services
Primary area(s) of expertise: Developing Key Concepts and Strategies for the High Net Worth Market.
Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®
National Design/Advanced Planning Attorney
Primary area(s) of expertise: Taxation (Personal, Corporate, Estate, Gift, and Trust).
Dianna Parker, CFP®, CBEC®
Director of Planning
Primary area(s) of expertise: Estate Planning and Business Succession.
James Gasparotto
Director of Advisor Development
Primary area(s) of expertise: Business Succession, Estate Planning Strategies, and Investment Planning, including tax reduction strategies that impact these financial planning areas.