Lorenzo Moseley, Jr.

I am a leader by nature, As a Financial Planner, my team and I inspire people to feel more confident in life. I share a practical and creative approach to help clients set goals and live their dreams, no matter the facet of life.

I have worked directly with business owners and executives in the customer service industry for several years, sharing a creative and unsentimental outlook on various discussions, and projects. Frequently I raise issues most people overlook or prefer to ignore.

I have a reputation for being a hard worker. I trust creativity to take the risk and try something new, different, or even difficult. My expertise lies in successfully maintaining superior relationships with my clients and providing outstanding support to meet, and surpass, their goals and expectations.

I am a problem solver, with the ability to identify process gaps and implement proven individual and business operation solutions in order to drive growth. I have extensive managerial experience in operations and a record of success in getting initiatives off the ground and flourishing.

As a leader in the church and in business, I enjoy partnerships. I believe in connecting with others, to build a better brand.