Team
Our people

Meet Our World-Class Team

Pat Moran
CEO / Managing Principal, CFE
Kyle Petyak
CMO
Brock Brenneman
Planning Associate
Marty Markzon
Planning Associate
William Hamburg
Planning Associate
Live Long and Profit
Providing value, using innovative solutions and products, protecting against the unexpected, and specializing in tax friendly solutions. At the same time, committing to educate people so they can feel empowered to make good decisions with their money... that's the Healthier Money way!
Start Now