Denise Moore

Denise Moore | i•financial

Denise Moore

Financial Advisor Assistant

Phone: 210-342-4346

Email: denise@youandifinancial.com


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As an assistant to the advisors, Denise helps in whatever way is necessary to ensure that our clients’ needs are being met. She is attentive and detail-oriented, both good traits for someone in the financial services industry. It is her goal to ensure that all clients receive the highest level of attention. She is new to the industry, and is looking forward to getting her series 6 securities license and her insurance license. Prior to joining the firm in 2017, she worked in the non-profit world for over 20 years in a variety of capacities including geo-statistical analyst, database manager/analyst and advocate. She is also a published author.
 
Denise is not a native Texan, but has made a home here for the last 20 years with Kevin, her husband of almost 30 years, their two children and their ever-changing menagerie, which currently consists of only 2 dogs and 2 cats. She holds a BS degree from the statistics department of the George Washington University.
 
Denise and Kevin currently live in downtown San Antonio. Their daughter Perry, recently graduated from Western Washington University with a BA, and is currently pursuing her Master’s Degree at UT-Austin. She will be finished in the spring of 2018. We are delighted to have her near us once again. Their son is currently pursuing a degree in architecture at Cal-Poly. He will be starting his 5th year of the 5 year program in the fall of 2017. He is also scheduled to graduate in the spring of 2018. Denise and Kevin love to travel, both with the children and without. They also enjoy walking their dogs by the San Antonio River, reading, playing games and trying new experiences.