Protecting and growing wealth you can depend on.

Our Heritage

Susan Moore Vault founded Moore Financial Strategies in 2009 because she strongly believed in creating and sustaining lasting relationships with her clients.

After 25 years in the financial industry, Susan followed her own advice: she created her retirement plan and stuck to it. She and her husband, Frank, now live a “stress-free” retirement (along with Chloe) in Cuenca, Ecuador.

As part of Susan’s retirement plan, she wanted to find the right individual to carry on her legacy and commitment to providing her clients with the world-class customer service that they have come to expect. In her search, she came across a good friend and industry colleague, Mark Kinney.

Mark and Susan met at the very beginning of their careers at Northwestern Mutual Life. Susan knew that, in Mark, she had found her successor to carry the torch forward and maintain and build upon her professionalism, reputation, and Moore Financial Strategies brand.

While Susan is not physically present in the day-to-day operations, she maintains her title as CEO Emeritus. Moore Financial Strategies continues to provide each client, whether just getting started, preparing for retirement, or already retired, with the tools and knowledge to protect their financial freedom. We continue to live by Susan’s philosophy and vision.

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Mark Kinney

Mark Kinney

CEO and Financial Professional

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Jeff Iorio

Jeff Iorio

Partner and Licensed Agent

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Linda Witte

Linda Witte

Director of New Business and Licensed Agent

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Elizabeth

Elizabeth "Liz" Soto

Executive Assistant and Client Services