The best financial meetings have nothing to do with money.
Meet Our Team
Our most valuable asset is our people. When you work with us, you work with our entire team of experienced and highly skilled professionals. We also consult our panel of CPAs, insurance advisors, estate attorneys and business planners to ensure every facet of your life is taken into account to best manage your capital and serve your financial goals.
Financial Advisors
Brian Cochran
FINANCIAL PLANNER | CFP® | CKA®
Areas of Expertise
Succession | Small Business | Retirement | Generosity
Cole Leonida
FINANCIAL PLANNER | CFP® | CPWA® | CKA® | CEPA®
Areas of Expertise
Estate Planning | Tax Strategy | Retirement | Insurance & Annuity
John Onesti
FINANCIAL PLANNER | CFP® | CKA®
Areas of Expertise
Retirement | Commodities | Technical Analysis | Tax Strategy
Andy Ferguson
FINANCIAL PLANNER | CFP® | CKA® | CAP®
Areas of Expertise
Retirement | Insurance & Annuity | Education Planning | Pastoral Finance
Bethany Miller
FINANCIAL PLANNER | CFP® | CKA®
Areas of Expertise
Young Professionals | Personal Finance | Generosity
Kaile Mangialardi
ASSISTANT FINANCIAL ADVISOR | CFP® | CKA®
Areas of Expertise
Young Professionals | Retirement | Personal Finance
Jack Edlin
ASSISTANT FINANCIAL ADVISOR
Areas of Expertise
Young Professionals | Financial Planning | Insurance
Seth Finlay
ASSISTANT FINANCIAL ADVISOR
Areas of Expertise
Young Professionals | Education Planning | Retirement
Client Services
Greg Hartenbower
SENIOR CLIENT SERVICES MANAGER | MBA | AAMS® | CRPC® | CKA®
Areas of Expertise
Account Opening | Charitable Giving | Trading | Account Transfers
Ericka Bender
CLIENT SERVICES MANAGER
Areas of Expertise
Account Opening | Account Transfers | Charitable Giving | Event Planning
Debbie Repp
CLIENT SERVICES ASSOCIATE
Areas of Expertise
Money Movement | Scheduling | Tax Forms to CPAs
Alyssa Aguinaga
CLIENT SERVICES MANAGER | MBA
Areas of Expertise
Account Opening | Account Transfers | Money Movement | Event Planning
Matthew Miller
INVESTMENT OPERATIONS MANAGER
Areas of Expertise
Quantitative Analysis | Investment Research | Portfolio Rebalancing
Jami Schwalm
CHIEF COMPLIANCE OFFICER
Areas of Expertise
Compliance | Trusts & Estates | Branch Manager
Founder
John Moore
CONSULTANT | CKA® | CIMA® | CAP®
Our Professional Credentials
The financial decisions that matter most rarely arrive one at a time. A business sale, for example, can affect your taxes, estate plan, investments, charitable giving, and family. Good advice starts with understanding how those decisions work together.
At John Moore Associates, Wisdom is one of our Core Values. We define it simply: knowledge in action.
Every JMA advisor is required to earn the CFP® certification and the CKA® designation, establishing a shared foundation in comprehensive financial planning and biblical stewardship. From there, our team pursues advanced credentials in areas such as private wealth, investments, philanthropy, business transitions, retirement, trusts, and estate planning.
And you are never limited to what one advisor knows. Every financial plan and portfolio moves through our Investment Committee process, so the collective experience of the team informs the advice your family receives. We believe better decisions come from thoughtful professionals challenging assumptions, sharing perspectives, and bringing their expertise to the table.
Our credentials represent individual expertise. Our collaborative process is how we apply that expertise to serve your family well.
Click any credential below to see what it means for your financial life.
CFP®
Certified Financial Planner®
Successful families often have many financial pieces and no single strategy connecting them. The CERTIFIED FINANCIAL PLANNER® certification is widely recognized as the standard for comprehensive financial planning, training advisors to evaluate investments, retirement, taxes, estate planning, insurance, cash flow, and risk as one connected picture rather than a series of isolated choices. As CFP® professionals, we help you recognize tradeoffs that may be easy to miss and put complicated decisions into plain terms. Every JMA advisor is required to earn and maintain the certification, giving our team a shared foundation in comprehensive financial planning.
CFP® professionals satisfy the education, examination, experience, and ethics requirements established by CFP Board, and meet ongoing requirements to maintain the certification.
CPWA®
Certified Private Wealth Advisor®
Past a certain point, the questions change. The conversation is no longer only about whether you have enough. It becomes how to transfer wealth to the next generation thoughtfully, manage the tax implications of complex decisions, keep your investments, estate plan, and charitable giving working together, and prepare your family for the responsibility that comes with significant wealth. The Certified Private Wealth Advisor® designation provides advanced training for this level of complexity, including tax strategy, estate and wealth transfer planning, investments, philanthropy, behavioral finance, and family dynamics. That additional depth can help bring clarity to decisions that increasingly overlap and support thoughtful coordination with your attorneys and CPAs.
CPWA® professionals satisfy the professional experience, education, examination, and ethics requirements established by the Investments & Wealth Institute®, along with ongoing certification requirements.
CEPA®
Certified Exit Planning Advisor®
Some of the most important decisions in a business transition happen long before ownership changes hands. Whether you plan to sell the business, transfer it to family, or transition ownership in another way, early planning can create more options around taxes, charitable giving, estate planning, succession, and your family’s financial future.
The Certified Exit Planning Advisor® designation prepares advisors to help owners think through the full transition, including business value, personal financial readiness, tax and estate considerations, succession, family dynamics, and what life may look like after stepping away from the business. Planning early does not make the transition more complicated. It can preserve options that may be harder to access once ownership begins to change.
CEPA® professionals complete specialized education through the Exit Planning Institute® and fulfill ongoing requirements to maintain the designation.
CKA®
Certified Kingdom Advisor®
Every financial decision has a cost. It also has a purpose, and that deserves just as much attention. The Certified Kingdom Advisor® designation trains financial professionals to bring technical planning and biblical principles together. That includes questions about stewardship, generosity, contentment, responsibility, how much is enough, how much to give, and what to leave to the next generation. For families who want their faith to shape their financial life and not simply sit beside it, that changes what the advice is about. Every JMA advisor is required to earn and maintain the CKA® designation.
CKA® professionals must satisfy Kingdom Advisors’ professional credential, education, experience, character, and ongoing continuing education requirements.
AAMS®
Accredited Asset Management Specialist®
An investment decision only means something in context. The same portfolio can make sense for one family and be a poor fit for another, depending on their goals, time horizon, financial circumstances, and comfort with market swings. The Accredited Asset Management Specialist® designation provides focused education in investments, asset allocation, risk management, and portfolio strategy, equipping an advisor to weigh those decisions inside your broader financial plan rather than in isolation.
AAMS® professionals complete specialized education through the College for Financial Planning® (a Kaplan Company) and satisfy the requirements to maintain the designation.
CAP®
Chartered Advisor in Philanthropy®
Generosity is easy to feel and hard to execute well. Which asset should you give, and when? How does a gift interact with your estate plan, your tax picture, and what your children will one day receive? How much could you give while still supporting the plan you have built? The Chartered Advisor in Philanthropy® designation provides advanced education in charitable giving and philanthropic planning, equipping an advisor to turn generous intentions into a thoughtful strategy. A CAP® professional can evaluate giving techniques, tax considerations, estate-planning implications, and long-term philanthropic goals while working alongside your attorney, CPA, and the organizations you care about.
CAP® professionals complete specialized charitable and philanthropic planning education through The American College of Financial Services and satisfy the requirements to maintain the designation.
CRPC®
Chartered Retirement Planning Counselor℠
Retirement is rarely just a math question. So much of it comes down to sequence: when to claim Social Security, which accounts to draw from first, how a Roth conversion today could affect Medicare premiums later, and how taxes shape your withdrawal strategy over time. The Chartered Retirement Planning Counselor℠ designation focuses on those decisions, before and throughout retirement, bringing retirement income, Social Security, portfolio withdrawals, taxes, healthcare, and estate considerations into one coordinated strategy.
Done well, that work moves the conversation beyond “Will we have enough?” and toward another question: “What is this money now free to do for our family, our church, and the years ahead?”
CRPC® professionals complete specialized retirement planning education through the College for Financial Planning® (a Kaplan Company) and satisfy the requirements to maintain the designation.
CTFA
Certified Trust and Fiduciary Advisor
A trust may be written today to guide decisions years or even decades into the future, often when you are no longer there to explain what you intended.
The Certified Trust and Fiduciary Advisor credential provides specialized knowledge in trusts, fiduciary responsibility, estate administration, taxation, investment management, and the legal and ethical considerations involved in serving families across generations. Just as importantly, it helps advisors understand how those plans work in practice when a trustee is making decisions, a beneficiary is relying on the trust, or a family is navigating a difficult transition. A CTFA professional can work alongside attorneys, trustees, trust companies, CPAs, and family members so today's planning has a better chance of working as intended in the years ahead.
The CTFA credential is administered by the American Bankers Association and requires applicable professional experience and education, successful completion of the certification examination, and ongoing maintenance requirements. Members of the JMA team are currently pursuing the CTFA credential.
CFA®
Chartered Financial Analyst®
Good investment decisions require disciplined research. The CFA® charter provides advanced training in investment analysis, portfolio management, risk, and professional ethics. That training provides a rigorous framework for evaluating investments, markets, and portfolio risks, so that your investment strategy stays connected to the bigger picture of what your wealth is meant to accomplish.
Candidates complete all three levels of the CFA Program and satisfy the applicable professional experience, membership, reference, and ethical requirements. Members of the JMA team are currently pursuing the CFA® charter.
MBA
Master of Business Administration
For some families, personal finances and professional life are closely connected. When your wealth is tied to a company you own, equity compensation, or responsibilities you carry as an executive, decisions at work can have a meaningful impact on your family’s financial plan. Advisors with an MBA bring additional insight in areas such as finance, economics, strategy, accounting, leadership, and operations. That business perspective can help advisors better understand how decisions within the business may affect your family’s broader financial plan.
MBA graduates complete a graduate-level program through an accredited college or university, with specific curriculum and requirements varying by institution and area of concentration.
CMT®
Chartered Market Technician®
Markets are made of people, and people do not always behave the way a spreadsheet expects. The Chartered Market Technician® designation provides advanced expertise in technical analysis, the disciplined study of market trends, price behavior, momentum, investor psychology, and risk. It does not replace fundamental research. It adds another way to understand market conditions, investor behavior, and risk as markets change.
Candidates complete all three levels of the CMT Program and satisfy the applicable professional experience, membership, and ethical requirements. Members of the JMA team are currently pursuing the CMT® designation.