Why Us

Financial Planning Attuned to your Needs

Relationships provide insight to what makes each person unique.  Afterall, there’s much more to people than their job title, bank account, or the car they drive. At Maestro Wealth Advisors, we understand this.  It’s why we refer to our team and clients as The Maestro Wealth Family.  It’s who we are.

Maestro Wealth Advisors are fiduciary: we always act in our beneficiary’s best interest, even if doing so is contrary to our own. A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests. 

Scroll Below To Learn More About The Maestro Wealth Team!

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Maestro Wealth Advisors

According to the Cornell Law Dictionary,
“A fiduciary duty is the highest standard of care.” 

Meet The Team

Your Financial Planners

Craig Moser smiles warmly into the camera wearing a suit and tie.An older photograph of Craig Moser holding a young girl on his lap. Both are smiling.

Craig Moser, CFP®, CRPC® 

Director of Wealth Management & Planning

Jennifer Moser smiles in a professional head shot. She is wearing a green sleeveless blouse and green earrings.A playful selfie of Jennifer Moser and a toddler-age girl making funny faces in a kitchen. The child licks a whisk.

Jennifer Moser, MBA 

Director of Operations, Financial Advisor

A head shot of Jeremy Bush wearing a suit and tie. He is smiling and looking into the camera.

Jeremy Bush

Financial Advisor

Heather Moser 

Relationship & Marketing Manager

A head shot of Michael James. He is wearing a suit and tie and smiling.Michael James embraces his wife on their wedding day.

Michael James

Client Services Specialist

A head shot of Dawn Simpson. She is wearing a floral blouse and smiling.Dawn Simpson stands between a young adult man and a young adult woman.

Dawn Simpson

Client Relations Specialist

Are You Ready?

Take Your First Step Towards
Financial Freedom!