Financial Planning That Prioritizes What Matters to You Most

At Guiding Wealth, we believe financial planning is for everyone. We’re all about making financial planning accessible and effective, balancing expert advice with practical solutions that fit your life.

We’re here to help you build confidence around your money so you’ve got all the information you need to make the decisions that are right for you and your family. Whether you’re looking for financial planning and investment advice or a financial plan to make the most of your resources right now, Guiding Wealth can help.

We’ll work together to uncover and solidify your financial priorities, and we’ll help you build a plan that honors your values, supports your goals, and adapts to whatever comes next.

We work with a select group of financial planners who’ve dedicated a year to learning under the leadership of Hannah Moore, CFP®, and support our people-first financial planning philosophy. They’ve come from different parts of the country and different areas of financial planning to bring a wealth of knowledge and expertise to your financial plan!

 Here are just a couple of the faces you might see when you work with Guiding Wealth. Our financial planners are brought in to support your specific needs based on their individual expertise, and they help us deliver exceptional plans and high-touch care to all our clients.

We work with a select group of financial planners who’ve dedicated a year to learning under the leadership of Hannah Moore, CFP®, and support our people-first financial planning philosophy. They’ve come from different parts of the country and different areas of financial planning to bring a wealth of knowledge and expertise to your financial plan!

 Here are just a couple of the faces you might see when you work with Guiding Wealth. Our financial planners are brought in to support your specific needs based on their individual expertise, and they help us deliver exceptional plans and high-touch care to all our clients.

Practice Manager & Financial Counselor

Jeannine is based in Indiana and meets with clients virtually across the U.S.

Areas of Specialty:

As the Practice Manager, Jeannine supports our firm by meeting with potential clients and managing our collaborative team environment. As a financial counselor, she works with clients to help align their values and goals with their cash flow.

Education:

● Bachelor’s in Business Administration w/ a concentration in Financial
Planning, The University of Akron
● Financial Paraplanner Qualified Professional designation
● Accredited Financial Counselor

Background:

Jeannine’s interest in financial planning started at a young age. Having immigrant parents who had to build their finances from the ground up sparked a curiosity. Learning from them to start investing a portion of her paycheck and paying for her own car insurance at 16 was the start of her financial journey. It taught her the importance of starting early and the significance of the time value of money.

Jeannine is passionate about budgeting and helping clients align their values with their financial goals and resources. Her time as a stay-at-home mom further fueled her interest in budgeting by making one salary work for several years.

Having a diverse work background spanning from aerospace to retirement plan administration (and even being a mom) allowed her to transition naturally into business development. Jeannine started as Hannah’s right hand gal in 2021 and has helped our team grow since. She enjoys working with a passionate group of planners who care deeply about their clients.

In 2022, Jeannine’s family took a leap, moving from the Buckeye State to becoming Hoosiers. She stays active with her two energetic tween boys, and her family enjoys traveling, paddleboarding, and hosting backyard movie nights with friends.

Languages Spoken:

English
Romanian (receptive proficiency)

Financial Advisor

Nev is based in Vermont and meets with clients virtually across the U.S.

Areas of Specialty

After years of working in higher education, a college campus is one place Nev always feel at home. He loved university life and what it offers, and now is really passionate about college planning and student loan repayment because of the impact that it has on both the student and their family. When college planning and student loans are planned well, it can help set up a young adult for financial freedom. 

Nev also enjoys helping individuals with real estate and other alternative investments. He works with people of all backgrounds, but has a special place in his heart for members of the LGBTQIA+ community, immigrants, and first-generation college students, higher ed professionals, and medical practitioners.

Education:

• Bachelors in Business Administration, University of North Alabama
• Masters in Business Administration, Graduate College of Union University
• Certified Blockchain Developer, Stockholm, Sweden
• In the process to receive CFP® designation
• Certified Student Loan Professional

Background:

Fueled by an insatiable curiosity for understanding systems, Nev has always had a passion for entrepreneurship and finance. Over his nearly 25-year career in higher education, managing student housing and fostering student development, he discovered his love for continual learning and sharing knowledge. About a decade ago, he ventured into real estate investing, which organically evolved into educating others on financial literacy and real estate strategies. In 2020, he delved into coding, creating smart contracts and blockchains to enhance his business, and have on occasion served as a consultant for global entrepreneurs within the space.

Now, Nev’s ultimate aspiration is to focus exclusively on guiding individuals as a financial planner, creating a comprehensive journey where education, finance, and technological innovations converge to empower others, thus fulfilling his true passion.

When he’s not working, Nev loves traveling and ballroom dancing!

Languages Spoken:

English, Serbian, Croatian, Bosnian

Financial Advisor

Luis meets with clients virtually across the U.S. 

Areas of Specialty:

Luis enjoys working with people from all walks of life and has a special connection to those in education and healthcare, given his own background in sports medicine. At Guiding Wealth, he works primarily with clients preparing for and living in retirement, helping them navigate this stage with clarity and confidence. 

He’s passionate about digging into the details of financial planning. He likes to understand not just the answer, but the “why” behind it. That curiosity, combined with a strong foundation in financial planning, allows him to give clients thoughtful, well-researched guidance tailored to their needs. 

Education:

• Certified Financial Planner (CFP®) Coursework, College for Financial Planning 
• Candidate for CFP® designation
• Financial Paraplanner Qualified Professional (FPQP®), College for Financial Planning 
• Bachelor of Science in Sports Medicine, California State Polytechnic University, Pomona 

Background:

Before financial planning, Luis spent time in sports medicine and the outdoor industry, leading group events and teaching, which built his love for working closely with people. As the first in his family to graduate from college, he’s often been the one his family turned to for financial advice, especially as his parents and in-laws entered retirement. That role sparked his deeper study of financial planning and solidified his desire to help others make confident, informed decisions about their money. 

Outside of work, Luis is an endurance sports enthusiast and loves exploring the outdoors. He travels often, visiting new places each year and returning to his favorite spot in Kauai whenever he can.  

Languages Spoken:

English 

Founder of Guiding Wealth, Financial Advisor

Our founder, Hannah Moore, is a CERTIFIED FINANCIAL PLANNER® and Certified Financial Transitions™ expert. She’s also the founder of financial planning education and training program, Amplified Planning, and is recognized as one of the top experts in training and educating financial planners.

Hannah earned a degree in financial services and planning and business management from Baylor University. Since 2008, she has built a reputation as an innovative planner and a creative leader in her profession.

Hannah has been included in Investopedia’s national list of Top 100 Financial Advisors from 2019-2023 (Top 10 in 2020). In 2021, she received the Heart of Financial Planning Award from the Financial Planning Association® as well as a place on ThinkAdvisor’s LUMINARIES Class of 2021. Her work at Amplified Planning was also recognized by InvestmentNews in 2025, when the company won the Excellence in Gender, Diversity & Inclusion.

Hannah was named one of the 10 People to Watch in Wealth Management by Barron’s Advisor in 2022. Hannah was also included Investopedia’s list of Leading Women Financial Advisors in 2023. In 2017, Investment News included Hannah as part of its 40 Under 40 list, and Financial Advisor Magazine named her one of the 10 Young Planners to Watch in 2018.

Locally, Hannah has been consistently voted one of D Magazine’s Top Financial Planners in Dallas (2014-present) and also received the Young Guns Award from the Dallas/Fort Worth Financial Planning Association.

When she’s not working with clients or teaching up-and-coming financial planners, Hannah can be found spending time with her family and enjoying her hobbies: quilting, gardening, and cheering for the Baylor Bears.

Our Richardson, TX Financial Planning Office

We meet local clients at our office, located in Richardson, TX. If you live outside Texas, we’ll meet with you via a secure virtual tool!