Shabri G. Moore, CFP®, AIF®
PRINCIPAL & FOUNDER
Shabri Moore combined her passion for making a positive difference in the lives of others, with her disciplined and analytical approach to wealth management when she established Moore Wealth, Inc. Educated and trained as a molecular biologist, Shabri parlayed her research skills into building a financial planning practice focused on working with small business owners, physicians, and affluent individuals and families with complex investment and estate planning needs.
As a first-generation American, Shabri understands the power of education and achieving the “American Dream”. She earned her undergraduate degree in biology from Marshall University and her graduate degree in microbiology from North Carolina State University. Shabri spent over 15 years as a research scientist in the biotech industry working at the National Cancer Institute as well as in the private sector. In 1996 she made a career change to the financial services industry. Shabri is a CERTIFIED FINANCIAL PLANNERS™ Professional and an Accredited Investment Fiduciary®. She holds the series 7, 66, 24, and 51 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network.
A strong proponent of the concept that “it takes a village,” Shabri is an active leader and member of the Frederick community. She was an original board member of the Frederick Innovative Technology Center, Frederick’s biotech and IT incubator, and one of the founders of the Women’s Business Network of Frederick. She has served on numerous boards and committees including the Grants Committee for the Women’s Giving Circle of Frederick, Frederick County Workforce Development, the Commission for Women, and SCORE. She currently serves as a Trustee of the Community Foundation of Frederick County, a board member of the Chamber of Commerce of Frederick County, and a member of the Planned Giving Committee for Frederick Memorial Hospital. She is a member of the Rotary Club of Frederick and a graduate of Leadership Frederick.
Shabri has taught courses on personal finance at Frederick Community College, is a frequently requested speaker for professional organizations, and has written financial columns for numerous publications. Shabri has also been interviewed on Bloomberg Radio, CNN and MSNBC. She founded, and for ten years spearheaded, Frederick’s Annual Economic Symposium.
Shabri is an avid traveler and enjoys music, theater, snow skiing, hiking, and the outdoors. Shabri is thrilled to be able to work with her two sons, Sean and Erik.
Erik Moore, AIF®
LEAD ADVISOR & DIRECTOR OF INVESTMENT STRATEGY
Erik, a Frederick native, graduated from the University of Pittsburgh, where he received a bachelor’s degree in Physics and was a NCAA Division I diver. Erik found an opportunity to apply the analytical skills he gained from his degree by joining a financial advising firm in downtown Pittsburgh. While there, he assisted in portfolio management, investment research, and client relationship management; he also played a role in the creation of the firm’s investment committee and assisted in the development of their investment strategy.
Erik brings his analytical expertise to Moore Wealth as a Lead Financial Advisor and Director of Investment Strategy, where he works with Shabri and Sean to develop asset allocation strategies and financial plans. Erik is FINRA Series 7 and 66 licensed, is an Accredited Investment Fiduciary (AIF®), and is currently working toward his Certified Financial Planner (CFP®) certification.
Erik currently sits on the Board of Directors for the Maryland chapter of the Exit Planning Exchange, the Investment Committee for the Community Foundation of Frederick County, as well as the Membership Committee and Young Members Committee for the Center Club in Downtown Baltimore. He also volunteers with The Arc Baltimore as a member of the Steering Committee for the Luminaries Young Professionals Group, and is actively involved with a number of other charitable efforts in Baltimore City.
Erik and his wife Charlotte live in the Canton neighborhood of Baltimore City with their dog Zola, where they enjoy all the benefits of living in a larger city. Outside of the office, you can find Erik, Charlotte, and Zola at their local CrossFit gym, hiking in Patapsco Park, or out and about in any Baltimore neighborhood. Erik and Charlotte also love skiing and international travel but don’t like to be apart from Zola for too long.
Sean Moore, AIF®
ASSOCIATE ADVISOR & DIRECTOR OF OPERATIONS
Sean, a native of Frederick, earned his undergraduate degree in Finance from the University of Maryland Robert H. Smith School of Business in College Park, MD. While at Maryland, Sean was a member of the Quality Enhancement Systems and Teams (QUEST) Honors program, the College Park Scholars program, and the Men’s Rugby Football Club. He also had the opportunity to study abroad at the Wirtschaftsuniversitaat Wien, in Vienna Austria, and to work as a Summer Research Associate with Booz Allen Hamilton in Rosslyn, VA.
Prior to joining Moore Wealth, Sean served six years in the U.S. Army as a Green Beret with the 10th Special Forces Group. He is a graduate of the Special Forces Qualification Course, The Special Forces Engineer Sergeant Course, SERE School, Advanced Urban Combat Course, Advanced Special Operations Course, and the Special Forces Combat Diver and Combat Diving Supervisor Courses. He has deployed around the globe, earning a number of awards and decorations.
Sean brings his attention to detail and operations management expertise to Moore Wealth as an Associate Financial Advisor and Director of Operations, where he works alongside Shabri and Erik to develop financial plans and manage business processes. Sean is FINRA Series 7 and 66 licensed, is an Accredited Investment Fiduciary (AIF®), and will begin working toward his CERTIFIED FINANCIAL PLANNERS™ (CFP®) certification in 2020.
Sean is an active member of the Rotary Club of Carroll Creek where he serves as Chair of Logistics for Frederick’s Oktoberfest, and Chair of the Raising of the Flags Committee. He is a member of the Special Gifts Committee for Frederick Health’s Development Council, and of the Public Policy Committee of the Frederick County Chamber of Commerce.
Sean and his wife Lucy, along with their dog Penny, live in Downtown Frederick where they enjoy being able to walk to nearly everything they want and need. Sean and Lucy are active in the Frederick community and enjoy CrossFit, downhill skiing, and scuba diving. Sean and Lucy love to travel but wish that they could bring Penny along with them more often.
EXECUTIVE ASSISTANT & DIRECTOR OF CLIENT OUTREACH
Ashley is a recent graduate of Hood College in Frederick, MD where she received her Bachelor’s Degree in Art and Archaeology, with a focus in Photography. Her photography has been featured in several publications in Frederick and Washington County, and she has been a contributor and event planner for Sass Magazine, a Frederick-based women’s lifestyle magazine, for the past three years. Prior to completing her degree, Ashley was in the insurance industry for 10 years.
Ashley, her husband Patrick, and their two children live just north of Frederick. In their free time, Ashley and her family enjoy hiking, camping, and live music.