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Kathy Moeller, Financial Advisor

FINANCIAL ADVISOR
Kathy Moeller

CRPC™
4903 82nd St Suite 40, Lubbock, TX 79424opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Business Retirement Plans

About Kathy

As your Edward Jones branch team, we use our five-step process to help you reach your financial goals. We are well-versed in goal planning and complex financial situations. Partnering with your attorneys and tax professionals, we work hard to provide exceptional service. We value personal relationships and want to know and help your family.

Originally from Honolulu, Hawaii, I have lived in Lubbock most of my life. My wonderful husband, Kyle, and I have been married since 2011. We have two precious girls that are the lights of our lives. We enjoy time at the deer lease, fishing, the beach and...

Work History

  • Edward JonesAugust 2011 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Wayland Baptist UniversityMBA (Masters of Bus Admin)
  • Wayland Baptist UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Active Lifestyle
  • Fishing
  • Painting

Team Members

  • Aryn Dickerson
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Phone

(806) 798-6225

Fax

(855) 828-2635

Office Address

4903 82nd St Suite 40
Lubbock, TX 79424opens in a new window

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