Jennifer A. Moore, CFP®, ChFC
President and Founder
Jennifer A. Moore is founder and president of TriOak Financial GroupTM, Inc. She is a Certified Financial Planner® and a chartered Financial Consultant, as well as a Life Underwriters Training Council Fellow (LUTCF). Jennifer holds a State of Texas Goup I Insurance and variable license, as well as a securities registrations Series 6, 7, 63 and 66. She is a Registered Representative of SagePoint Financial, Inc., Member FINRA/SIPC. Jennifer has worked in the financial planning and insurance industry for more than 19 years.
Jennifer is a member of the Financial Planning Association of Houston, and also serves as a member of the Board of Directors of the Lutheran Foundation of Texas. She and her husband, Burton, are members Development Council for Lutheran Outdoors Ministries of Texas.
Jennifer and Burton reside on their ranch and rice farm in Nome, Texas. They have two sons.