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Rachel’s career in the financial services industry began in August 2011 when she worked as an intern for a wealth... View Article

Denise Moore

As a recently minted, certified paraplanner, Denise helps in whatever way is necessary to ensure that our clients’ needs are... View Article

Jake Rivas

Not your typical financial planner, Jake Rivas’ obsession with wealth management emerged from his experience putting himself through college. This... View Article

Kevin Moore

Helping clients realize their life’s goals has been Kevin Moore’s wealth management philosophy for almost three decades. With an extensive... View Article

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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network^®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network^®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network^® are separate and unrelated entities.

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