Our Team
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 PLANNER® 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)
Vinnie Aromin, CFP®
Personal Financial Advisor
As an independent financial advisor with A Better Financial Group in Atlanta, Vinnie has over 25 years of experience in comprehensive financial planning. He has worked with corporate executives and high net worth individuals to help them achieve their personal and financial goals.
Vinnie’s primary focus is identifying risks, educating and advising clients to assist in decision-making and ultimately helping to implement their choices, all of which saves his clients their most precious resource…time. As a fee-based independent advisor, Vinnie always sits on the same side of the table with his clients and has their best interests at heart.
In his free time, Vinnie enjoys working out, playing tennis and golf as well as spending time with his wife Lori, daughter Sami, son Tyler and their 2 dogs Kaia & Nala.
His qualifications include:
Professional
- CERTIFIED FINANCIAL PLANNER® Practitioner
Academic
- BS Business Administration, Bryant University, Magna Cum Laude
Registrations
- Investment Advisor Representative / Registered Representative of Commonwealth Financial Network®
- FINRA Series 7, 63 and 66 securities (GA, FL)
Licenses
- Life, Accident & Sickness, Variable Life and Variable Annuity (GA, FL)