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We have assembled an exceptional team of professionals to handle all aspects of your wealth management needs.

M. Craig Moser, CFP®, CRPC®

Senior Portfolio Manager, Financial Advisor, Registered Representative, Licensed Insurance Professional

Craig founded Maestro Wealth Advisors with a vision of providing quality, objective financial advice and a passion for serving his clients. Craig focuses on the pre- and current retirement needs of individuals.

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Craig founded Maestro Wealth Advisors with a vision of providing quality, objective financial advice and a passion for serving his clients. Craig focuses on the pre- and current retirement needs of individuals, and he earned the designation of CFP® (Certified Financial Planner™) and CRPC® (Chartered Retirement Planning Counselor™) to better assist clients as they navigate the intricacies of retirement.

Having been a financial advisor with three of the largest financial services institutions in the industry, Craig believes that education is key to the client-advisor relationship. He is very active as an educator, conducting educational workshops and seminars that focus on retirement planning and investment options. Craig is an Investment Advisor Representative of Retirement Wealth Advisors, Inc., a Registered Investment Advisor, and a Registered Representative with TCM Securities, Inc., Member FINRA/SIPC.

After serving our country in the United States Air Force, he returned to North Carolina and attended Wake Forest University. Craig is fortunate to work alongside his wife, Jennifer, at Maestro Wealth Advisors. They have four children, Matthew, Heather, Cameron, Ian and two grandchildren. When not working, he enjoys target shooting, exercising and reading.

Reach out to him directly at Craig@MaestroWealth.com.

Check the background of this investment professional on FINRA’s BrokerCheck.

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Matt Moser

Financial Advisor
Licensed Insurance Professional

As a Financial Advisor, Matt helps to orchestrate many behind-the-scenes functions and works side-by-side with Craig and Jennifer to find working solutions that meet our clients’ needs.

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Matt Moser recently joined the Maestro Wealth Advisors family. As a Financial Advisor, he helps to orchestrate many behind-the-scenes functions and works side-by-side with Craig and Jennifer to find working solutions that meet our clients’ needs.

After graduating from the University of North Carolina-Asheville with degrees in English and Business Administration, he pursued his passion for culinary creativity by attending Johnson and Wales University for a degree in Culinary Arts. This eventually led to his relocation to Ningbo, China to open an American bistro. While living in China, he became the Director of Foreign Education for a language education center, developing a Business English curriculum for Chinese business professionals.

Formally a classically trained chef-turned restauranteur, Matt’s accumulation of experience managing hospitality and retail businesses inevitably led to his place at Maestro Wealth Advisors, preparing and implementing strategic plans and building lasting relationships with clients.

Matt is happily married to his wife, Blair, and they have recently welcomed their daughter, Naomi, into the world. He is constantly trying to improve his grasp of Mandarin Chinese, and enjoys collecting rare and collectible books. He also likes to play chess and other games of strategy.

Reach out to him directly at Matt@MaestroWealth.com.

Check the background of this investment professional on FINRA’s BrokerCheck.

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Jennifer Moser, MBA

Practice Manager
Insurance Licensed

Head of client service and practice management needs, Jennifer has direct oversight of our client educational programs, reaching out to clients and the community to provide worthwhile and timely information and client experiences.

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Head of client service and practice management needs, Jennifer has direct oversight of our client educational programs, reaching out to clients and the community to provide worthwhile and timely information and client experiences. With 30 years in the financial industry, she has a heart for service and incredible attention to detail.

Born in Fort Bragg, N.C. and raised on a small farm in Kentucky, Jennifer returned to North Carolina to attend Wake Forest University. She then worked full-time at Wachovia Bank and Trust while earning her MBA at UNC-Greensboro’s Bryan School of Business and Economics.

Jennifer and Craig have been fortunate to raise a family together and work side-by-side to build Maestro Wealth Advisors. Beyond work, Jennifer has a passion for her family of four children, Matthew, Heather, Cameron, Ian, and is experiencing the joys of being a grandmother. She also enjoys anything real estate. HGTV is a favorite pastime, as is cooking, running and traveling.

Reach out to her directly at Jennifer@MaestroWealth.com.

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Christopher Cercy

Paraplanner
Insurance Licensed

Chris’ primary functions include preparing financial analysis, reviewing retirement planning strategies, analyzing estate planning documents, building education funding analysis, and evaluating risk management needs.

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Chris joined the Maestro family in 2016 as a Paraplanner. His primary functions include, using his skill and education to assist Maestro’s clients in the financial planning process by preparing financial analysis, reviewing retirement planning strategies, analyzing estate planning documents, building education funding analysis, and evaluating risk management needs. Having passed the CFP® (Certified Financial Planner™) Exam in July 2016, he is now working toward fulfilling the two year experience requirement to become a CFP®. This credential is only held by a select few in the financial industry. By upholding the CFP® board’s standards of excellence and ethics, Chris will add great value to the Maestro Wealth Advisor team.

Chris is a 2016 graduate from Winston Salem State University. He holds a Bachelor of Science degree in Finance with a minor in Economics. Chris graduated at the top of his class receiving the universities’ highest honor (Summa Cum Laude). While attending WSSU, Chris was very active in co-curricular activities participating in the management of Foundation funds as Sector Manager for the RAM Asset Management team, where he was in charge of analysis and rebalancing of the Energy and Healthcare sectors of the fund. Chris was also a member of WSSU’s Federal Reserve Challenge team, where he presented Economic Policy recommendations at UNC Chapel Hill, in front of the Board of Governors of the Federal Reserve.

Chris was born and raised in Winston Salem, North Carolina, and is an avid golfer. He also enjoys spending ample time with his family. In his spare time, Chris enjoys working on his antique Mercedes and his hobbies include reading, exercising, and cooking.

Reach out to him directly at Chris@MaestroWealth.com.

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Barrett Johnson, CPA

Barrett Johnson is passionate about helping individuals and families realize their goals through proactive and periodic financial planning.

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Barrett Johnson is a Certified Public Accountant (CPA), possesses several years of experience in financial services, and is passionate about helping individuals and families realize their goals through proactive and periodic financial planning. Barrett serves the Maestro Wealth Advisors team primarily by providing clients with personalized financial plans based on known information and reasonable expectations.

After Barrett received a master’s degree in accounting from Wake Forest University, he and his wife, Ashlee, stayed in Winston-Salem with their two children, Ethan and Annie. The couple met at Davidson College, where Barrett earned a degree in economics.

When not working, Barrett enjoys family time, exercise, reading, and watching sports.

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Devae Tharpe

Communications Manager

A North Carolina native, Devae is responsible for our internet presence, public relations, and event management.

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A North Carolina native, Devae is responsible for our internet presence, public relations, and event management. Gaining experience with companies such as Nabisco, Inc. and Talecris Biotherapeutics, she leverages knowledge of print and social media platforms to strengthen client communication and provide learning opportunities.

A graduate of East Carolina University, she received her B.S. in communications with a major in public relations. She also earned a Certificate in Digital Marketing and Media from Duke University. Devae is committed to providing timely and useful information in a fun and creative way.

Outside of the office, Devae is also a stained glass artist who enjoys Celtic festivals, spending time at the North Carolina coast, and anything chocolate. She has a new grandson and makes the most of every opportunity to spoil him.

Reach out to her directly at Devae@MaestroWealth.com.

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