Zoe Moorman

Zoe joined the team as an Associate Financial Advisor in June 2024. After earning her bachelor’s degree in accounting from Grand Canyon University, Zoe began her professional career in tax accounting. Zoe’s accounting background equipped her with strong analytical skills, allowing her to combine her expertise with her desire to make a meaningful difference in clients’ lives.

Born and raised in small-town Oklahoma, Zoe’s upbringing instilled in her a strong work ethic and a deep appreciation for community. Her commitment to continuous learning and professional growth ensures she provides the best experience for those she assists.