- Has three pugs.
- First job was bailing hay over summers.
- Guilty pleasure is bourbon and anything with peanut butter in it.
Jason Moore joined Riegel Financial in 2016 as one of three partners sharing in revenue created by the owners.
“I merged with the accounting and investment management practice to create a team,” Mr. Moore said.
Since then firm revenue has reportedly seen healthy growth — up 36.3% in 2017 and 32% last year.
In addition to bringing financial planning services to the Dayton, Ohio firm, he is charged with building and incorporating a successful service model that caters to aging clients’ adult children, who are poised to gain from a generational wealth transfer.
“If you wait for these younger people to actually inherit wealth, you're going to be too late,” he said.
Mr. Moore is building relationships with heirs and beneficiaries by inviting them to events and creating financial plans for them now.
His commitment to the next generation extends to volunteer work with several organizations. With the Securities Industry and Financial Markets Association Foundation’s Invest It Forward, Mr. Moore speaks to students ranging from second grade to high school.
“What’s emerged is getting more involved in the community and gaining visibility for the firm,” said Mr. Moore, who also is president of the Dor-Wood Optimist Club in nearby Kettering.
— Juliette Fairley