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Jon Moore

Regional Director and Partner
EP Wealth Advisors
Jon Moore is a Regional Director and Partner at EP Wealth Advisors in Denver, a Barron’s Top 100 RIA. He is responsible for helping his clients align their finances, investments, and taxes with their life goals. Jon’s specialty involves helping meet the unique needs of entrepreneurs and family-owned businesses as they strive to grow, protect, and transition their wealth.

Jon was the President of The Moore Financial Group, LLC where he worked side by side with his father for over 22 years serving his clients. Jon is active in the community of Littleton, Colorado where he has lived for the past 17 years with his wife, Justan, and son, Ethan. He is a member of the National Association of Personal Financial Advisors (NAPFA). He also serves on numerous Non-Profit Boards and is the past President of The Littleton Rotary Club (2015-2016).

Jon spends his free time volunteering, playing tennis, and travelling with his family.

SESSIONS

Breakout Session #8 | Protecting Your Assets in Key Life Transitions Speaker

This session will provide advice on transition planning that achieves your goals while minimizing the effect of taxes, potential future divorces and other hazards.