Chief operating officer,
Quest Capital Management
- Father created and operates a wagon and buggy museum in Blanco, Texas.
- Rode a calf in a rodeo at 10.
- Seeking to visit as many Caribbean islands as possible with his wife.
Operations may be an atypical career path in the advisory business, but it suits Dennis Moore perfectly.
The Blanco, Texas, native decided to become an adviser after taking an introductory financial planning course at Texas Tech University. An internship at Quest turned into a full-time job upon graduation, and after a year and a half at the firm, Mr. Moore realized there was value to be added on the business side. To prepare for a management role, the firm permitted him to work remotely from Lubbock so he could return to Texas Tech for a graduate degree.
"A lot of people questioned me about getting an MBA and concentrating on operations," he said. "I wondered about it myself, but I really saw how running a business effectively can make a big difference."
Mr. Moore returned to Dallas, and in 2011 became chief operating officer of the $1 billion, 24-person firm, where he helps create capacity for the teams that serve clients, as well as handling the firm's other operational issues.
He has been active in the Financial Planning Association since college and has served as president at two of its chapters. Currently, Mr. Moore is one of the youngest members of the national FPA board and chairs its pro bono advisory committee. He is also a founding member and former president of the Alumni Advisory Board of Texas Tech's financial planning program and former chairman of its mentor committee.
"When I talk to new planners and students, I try to encourage them to look at all the career paths in financial planning," he said.
— Evan Cooper