Daniel Moskowitz, CFP®, CLU®, RHU
Owner and President
Daniel focuses on comprehensive financial planning for small businesses and high net-worth individuals.
Through consistent education, effort and a reputation for outstanding service, Daniel has built a solid base of
clients over the last 25+ years.
In his free time, Daniel enjoys playing competitive tennis, collecting old sports cards and memorabilia , and spending time with his wife and 2 sons.
His qualifications include:
Professional
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Chartered Life Underwriter® (CLU®)
- Registered Health Underwriter (RHU)
- Past instructor at the UGA Terry College of Business Financial Planning Program (Retirement Planning and Employee Benefits)
Academic
- BS Chemical Engineering, Georgia Institute of Technology, Magna Cum Laude
- Financial Planning Certificate, Oglethorpe University
Registrations
- Investment Advisor Representative / Registered Representative
- Commonwealth Financial Network®
- FINRA Series 7 and 66 securities (AL, CA, FL, GA, ID, MA, MD, NC, NY, OH, SC, VA, and WA)
Licenses
- Life, Accident & Sickness, Variable Life and Variable Annuity (GA, FL, NC)
Rheannon Boddie, CFP®
Financial Advisor
Rheannon spent 13 years in education before beginning her career in the financial services industry. Over the last 7 years Rheannon has focused on comprehensive financial planning for individuals, families, and divorcees.
Rheannon spends her free time with her husband and 2 sons. She is passionate about fundraising for breast cancer research and awareness and walks 60 miles every year in the Susan G Komen 3 Day Walk for the Cure.
Professional
- CERTIFIED FINANCIAL PLANNERTM Practitioner
Academic
- BS Education, University of Michigan- Ann Arbor
- Master of Arts in Education, Nova Southeastern University
Registrations
- Investment Advisor Representative/ Registered Representative
- Commonwealth Financial Network
- Finra Series 6, 7, 63, and 65 (GA, IL, FL, SC)
Licenses
- Life, Health, Property & Casualty, Variable Life and Variable Annuities (GA, MO)
Blake Asbury
Financial Advisor
Blake focuses on helping clients achieve their goals for themselves and their families by organizing comprehensive
financial plans. His qualifications include:
Professional
- Financial Advisor – 2013-Present
- Xpedx – a division of International Paper
- Dillard Paper Company
Academic
- BS Business Administration, UNC at Chapel Hill, NC
Registrations
- Investment Advisor Representative / Registered Representative
- Commonwealth Financial Network®
- FINRA Series 7 and 66 securities (GA, NC, TN, VA)
Licenses
- Life, Accident & Sickness, Variable Life and Variable Annuity (FL, GA, NC)