Dean Moser, CFP®

I began my market investment journey at age 15, continued to learn and study strategies over time as they have been developed, and have generated my own basis for investment management, feeling very confident in the metrics used.  I spent the first 20 years of my career in various roles of responsibility in a wide range of industries, with the express goal of better understanding the world of business. I entered the Financial Planning profession at age 41, and will happily sit in the capacity of CERTIFIED FINANCIAL PLANNER™ for the remainder of my life. I am currently licensed with LPL Financial, member FINRA/SIPC.

My wife and I married in our early 20’s and we have since offered to the world 8 stable and happy children, who are still a big part of our life. I feel the best business arrangements are family centered, and this is the organization of my chosen professions. My vision is that my business will be transferred over time to members of my family who have the capability and desire to grow and safeguard the assets of our gracious clients.

It is my greatest dream to be able to offer value and good direction in every relationship and conversation of my life.  I look forward to visiting with you.

https://www.deanmoser.com/
Sentinel Advising Firm is not Affiliated with nor endorsed by LPL Financial

This link will provide all of the information about your CERTIFIED FINANCIAL PLANNER™

James Shupe, CPA, FCPA

Born and raised in Ogden, UT, I have formed a strong connection with sports, music, and my local community. I chose to pursue a career in accounting and earned a bachelor’s and master’s degree in accounting from Weber State University as a multi-generational Wildcat. I soon followed my education with the Certified Public Accountant licensure and later earned the designation of Forensic Certified Public Accountant. Working in accounting from the beginning of my professional career, my time has been split between private corporate accounting and forensic accounting.

As often as I can I follow my favorite sports teams, play the snare drum with a local competing bagpipe band, coach recreation youth sports, and spend lots of time with my wife and kids in our shared interests.