Our Firm

Timothy J. Moore, Sr. Insurance & Financial Services offers residents of our community, as well as individuals across the country, a full range of financial products and services. Tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. When it comes to financial and investment planning, many people consider the process unduly complex and confusing. and, as a result, often miss out on potentially rewarding financial opportunities, or worse, they take unnecessary risks and fail to adequately protect their assets.

That's where Timothy J. Moore, Sr. Insurance & Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information that you need to pursue your financial objectives, we hope to establish a long and beneficial relationship with you.

Let's start by meeting the team:

Timothy J. Moore, Sr. LUTCF, LACP
(301) 663-1477
Tim@Tim-Moore.net

A graduate of Mount St. Mary's College, where he earned duel Bachelor of Science degrees in Business & Finance and Economics, Tim has over 43 years of financial planning experience. Having begun his career in insurance sales, his business has evolved into a premier provider of insurance, retirement, and investment advice for the local community, as well as several states across the country.

Tim is an Investment Advisor Representative, holding a FINRA Series 6, Series 7, and Series 66 license. He is also certified to sell annuities as well as life, health, casualty and property insurance. He is recognized as a qualifying & life member of the Million Dollar Round Table (25 years), a member of the Life Underwriters Association of Frederick County, a Life Underwriters Training Council Fellow, and a Life and Annuity Certified Professional. Tim currently serves as a Financial Industry Regulatory Authority (FINRA) arbitrator, a position he has held for over 20 years (previously National Association of Securities Dealers, Inc.).

Tim and his wife, Kathy, have six children and seventeen grandchildren, whom they adore. Tim is an acting deacon in the Catholic church and has served at two local parishes: St. Timothy's in Walkersville, MD and St. Katherine Drexel in Frederick, MD. Tim relishes traveling with his wife  and spending time at the Delaware shore.

 

 

Kevin R. Moore, MBA
(240) 344-0957
Kevin@Tim-Moore.net

Kevin, the fifth of Tim's six children, is a Frederick native and lifelong resident of the Frederick County community. He received his bachelor's degree with highest honors from St. John's University in New York and his Master of Business Administration from Mount St. Mary's University in Emmitsburg. Kevin began his finance career in government acquisitions with the Department of Defense, before joined his father's financial planning firm in early 2018. 

Kevin is an Investment Advisor Representative, holding a FINRA Series 7 and Series 66 license, as well as a license to sell life insurance, health insurance, and annuities.

Kevin and his wife, Mandy, have three children and are firmly planted in the local community. Kevin is a member of St. Katherine Drexel Catholic Church and the Rotary Club of Carroll Creek. Outside of work, he enjoys traveling, Jeep-cruising, hiking, surf fishing, and golf.