Jennifer Martinez
“I have worked in customer service for over 25 years, and at the heart of why I have worked in this field for so long is that I truly enjoy helping people.” An integral part of the Moxie Wealth team since 2019, Jennifer Martinez is…
Amanda Charles, CSLP, AIF®
“I get excited when I can help clients break down big goals into an actionable plan. Seeing goals come to life is so fun. I really value long-term, intentional relationships.” Words that describe Amanda: Compassionate Trusted Advisor Approachable Effective Adventurous About Amanda: A graduate of…
Kristin Brandli Printon, AIF®, WMCP®
“I love helping people that are engaged and value advice. The families that know they're busy and need help and finally feel like they're being heard, and not just lectured to. It's especially exciting to help women, because very often, they lack financial confidence when…
Joseph Burgess, CFP®, AIF®, CAP®, CLU, ChFC
“I enjoy guiding people through difficult decisions. Often, our clients have lifetime goals, so the benefit of our advice can sometimes take a while to be fully realized. But seeing people create the life they always dreamed of, and knowing that I was able to…