Meet Our Team
Wiley Moody
Member,
Board of Directors
Wiley has served families, non-profit organizations, and clients all across the United States since 2004.
In his prior corporate roles with Lincoln Financial and Osaic, Wiley helped to educate financial professionals and industry leaders on various wealth management topics, and assisted in the oversight and management of investing platforms across the firms. Today, he has transitioned that role to directly serve individuals, families, and organizations with their wealth management and comprehensive planning needs.
In addition to his occupational roles, Wiley works with a number of non-profit organizations focused on our youth. As a founder and board member of Hog Days, Wiley’s impact has reached far to help build temporary residence and support families as their children battle cancer. Funding the Future is another opportunity to help communities and growing young adults better themselves for tomorrow through education and financial wellness.
As a father of two young boys, and husband to a wonderful wife, Wiley enjoys coaching baseball and attending hockey weekends. He finds relaxation spending time with family at the farm and creating memories skiing with his boys.