NM - Key Persons
As a recently minted, Financial Paraplanner Qualified ProfessionalTM, Denise helps in whatever way is necessary to ensure that our clients' needs are being met. She is attentive and detail-oriented, both good traits for someone in the financial services industry. It is her goal to ensure that all clients receive the highest level of attention. She is relatively new to the industry, and since joining the firm in 2017, she has gotten 2 registrations in addition to her Financial Paraplanner Qualified ProfessionalTM designation. prior to joining the firm, she worked in the non-profit world for over 20 years in a variety of capacities including geo-statistical analyst, database manager/analyst and advocate. She is also a published author.
Denise is not a native Texan, but has made a home her for the last 28 years with Kevin, her husband of almost 35 years, their two children and their ever-changing menagerie, which currently consists of only 2 dogs and 4 cats. She holds a BS degree from the statistics department of the George Washington University.
Denise and Kevin currently live in downtown San Antonio. Their daughter Perry received her Master's Degree from UT Austin and is living with her husband and teaching high school in San Antonio. Their son graduated with a degree in architecture at Cal-Poly. He is currently employed by a national design/build firm in San Francisco, CA. Denise and Kevin love to travel, both with the children and without. They also enjoy walking their dogs by the San Antonio, River, reading, playing games and trying new experiences.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Job Titles:
- CFO
- Co - Founder & Principal Advisor
Helping clients realize their life's goals has been Kevin Moore's wealth management philosophy for almost three decades. With an extensive background in mutual funds, investments and working in emerging markets, Kevin's experience has taught him that life has many seasons and the mindset to accumulate wealth is very different than the one necessary to preserve it.
Kevin has served as the personal CFO for many families through multiple generations. He believes in treating each client as an individual, taking the uncertainty out of financial planning and forming a true partnership while looking at the whole person, not just their financial picture. He believes in being accessible, approachable and making each of his clients feel valued.
As a passionate community volunteer, Kevin serves on the board of Children Advocates of San Antonio, as well as serving on the board of several other non-profits in San Antonio, ranging from arts, education, healthcare, animal care, and children's issues. His passion for giving back to the community was the impetus to partner with Sally Munford, another enthusiastic community volunteer, to found i•financial, a boutique wealth management firm in 2005. Sharing the mindset that financial planning didn't have to be complicated, their business approach and commitment to civic engagement was a perfect foundation to build i•financial and join Commonwealth Financial Network.
Kevin is first and foremost a family man; giving much of his time to his wife, Denise whom he met while attending George Washington University and married in 1988. Their daughter Perry is a graduate of Western Washington University and UT Austin. She is married and currently a teacher in San Antonio. Their son Curran is a graduate of Cal Poly's architecture program in San Luis Obispo, CA. He is currently working for an architecture firm in California. Kevin is an avid runner, having completed 12 marathons including the Boston Marathon. He has traveled to over 117 countries.
Kevin holds an MBA from St. Mary's University. He is a CERTIFIED FINANCIAL PLANNER™, Professional and is an Accredited Investment Fiduciary®. He is also a licensed health and life insurance agent with his FINRA series 7, 63, 65, and 24 registrations.
Rachel's career in the financial services industry began in August 2011 when she worked as an intern for a wealth management firm while attending school. She graduated with a Bachelor of Business Administration in Finance from The University of Texas at San Antonio in December 2012. After graduating, Rachel transitioned into a full-time position at the same firm, working in investment client services until January 2019.
In February 2019, Rachel happily joined i•financial as the client services manager. She knew this was the right fit for her because of her passion to help and care for others. She enjoys speaking with clients and getting to know them. Rachel has her series 6 and insurance license.
Rachel was born and raised in San Antonio, Texas. Her favorite thing to do is spend time with her son, Benson, who was born March 8, 2022, and she loves being a mom. Rachel also enjoys spending quality time with her family and friends, planning gatherings and cooking.