Why Us
Financial Planning Attuned to your Needs
Relationships provide insight to what makes each person unique. Afterall, there’s much more to people than their job title, bank account, or the car they drive. At Maestro Wealth Advisors, we understand this. It’s why we refer to our team and clients as The Maestro Wealth Family. It’s who we are.
Maestro Wealth Advisors are fiduciary: we always act in our beneficiary’s best interest, even if doing so is contrary to our own. A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.
Scroll Below To Learn More About The Maestro Wealth Team!
SCHEDULE YOUR PHONE OR VIRTUAL REVIEW
Maestro Wealth Advisors
According to the Cornell Law Dictionary,
“A fiduciary duty is the highest standard of care.”
Meet The Team
Your Financial Planners
Craig Moser, CFP®, CRPC®
Director of Wealth Management & Planning
Craig Moser, CFP®, CRPC®
Director of Wealth Management and Planning
Craig founded Maestro Wealth Advisors with a vision of providing quality, objective financial advice, and a passion for serving his clients. Craig focuses on the pre- and current retirement planning needs of individuals. He earned the designation CERTIFIED FINANCIAL PLANNER™ from the Certified Financial Planner Board of Standards. He also earned the designation of Chartered Retirement Planning Counselor™ from the College for Financial Planning. Continuing education requirements and his experience help him better assist clients as they navigate the intricacies of retirement.
Having been a financial advisor with three of the largest financial services institutions in the industry, Craig believes that education is key to the client-advisor relationship. He is very active as an educator. He conducts educational workshops and seminars focusing on retirement planning and income and investment options.
After serving our country in the United States Air Force, he returned to North Carolina and attended Wake Forest University. Craig is fortunate to work alongside his wife, Jennifer, at Maestro Wealth Advisors. They have four children, Matthew, Heather, Cameron, Ian and three grandchildren. When not working, he enjoys target shooting, exercising, and reading.
Jennifer Moser, MBA
Director of Operations, Financial Advisor
Jennifer Moser, MBA
Director of Operations, Financial Advisor
Head of client service and practice management needs, Jennifer has direct oversight of our client educational programs, reaching out to clients and the community to provide worthwhile and timely information and client experiences. With 30 years in the financial industry, she has a heart for service and incredible attention to detail.
Born in Fort Bragg, N.C. and raised on a small farm in Kentucky, Jennifer returned to North Carolina to attend Wake Forest University. She then worked full-time at Wachovia Bank and Trust while earning her MBA at UNC-Greensboro’s Bryan School of Business and Economics.
Jennifer and Craig have been fortunate to raise a family together and work side-by-side to build Maestro Wealth Advisors. Beyond work, Jennifer has a passion for her family of four children, Matthew, Heather, Cameron, Ian, and is experiencing the joys of being a grandmother. She also enjoys anything real estate. HGTV is a favorite pastime, as is cooking, running and traveling.
Matt Moser, CRPC®
Financial Advisor
Matt Moser, CRPC®
Financial Advisor
Matt Moser has been a financial advisor at Maestro Wealth Advisors since 2015. He works in tandem with the same vision and core values as its founders, Craig and Jennifer Moser. As part of a family business, Matt works with Craig to develop and maintain our tactical portfolios. He also helps our clients and friends meet their financial goals.
Matt holds a Chartered Retirement Planning Counselor™ designation. In addition, he is a registered life insurance agent. After graduating from the University of North Carolina-Asheville with degrees in English and Business Administration, he pursued his passion for culinary creativity by attending Johnson and Wales University for a degree in Culinary Arts. This eventually led to his relocation to Ningbo, China to open an American bistro. While living in China, he became the Director of Foreign Education for a language education center. He was responsible for developing a Business English curriculum for Chinese business professionals.
Formally a classically trained chef-turned restauranteur, Matt’s accumulation of experience managing hospitality and retail businesses inevitably led to his place at Maestro Wealth Advisors. Here he prepares and implements strategic plans and builds lasting relationships with clients.
Matt is happily married to Blair, who recently became a United States citizen after moving here from China. They have two children, Naomi and Max, who help to keep them fit, and constantly on their toes. He is continually trying to improve his grasp of Mandarin Chinese, collect rare books, and loves a good game of chess.
Conrad Beauchamp
Financial Advisor
Conrad Beauchamp
Financial Advisor
Conrad Beauchamp joined the Maestro Wealth Advisors family to train directly under Craig Moser, as he enters the field of wealth management. His goal is to assist with many of Maestro Wealth Advisors’ functions while attaining an education in this industry. Learning to find solutions that meet our clients’ retirement planning and other needs is his primary objective.
Graduating from Lipscomb University in 2012 with a B.S. in Pre-Law and a minor in Sociology, the small, Christian college located in Nashville, TN provided Conrad with a strong foundation. After discovering his motivation is driven by a desire to help others, he went on to careers in both law enforcement and telecommunications.
Conrad eventually returned to his home state of North Carolina where he realized the significant impact proper retirement planning (or the lack thereof) can have on people and their families. Combining this realization with his drive to help others, Conrad continues his formal education while learning as much as possible from Craig. In addition, he is a registered life insurance agent.
Jeremy Bush
Financial Advisor
Jeremy Bush
Financial Advisor
Jeremy joined the Maestro team as a Sales Assistant and helps us stay in contact with you. Whether it’s a friendly reminder or just checking in, you’re sure to hear from Jeremy soon.
Although new to the industry, he’s eager to learn all he can from Craig, and is currently pursuing a degree in Finance. After graduation, Jeremy plans to earn his CFP® designation.
Outside of work, Jeremy enjoys all kinds of music and spending time outdoors.
Heather Moser
Relationship & Marketing Manager
Heather Moser
Relationship & Marketing Manager
Heather is the Relationship & Marketing Manager at Maestro Wealth Advisors. Her role at Maestro is to make sure our clients feel appreciated, have their needs met, can connect with their advisor and to organize our many events. She attended Appalachian State University for her first two years of college and received a bachelor’s degree in Cultural Anthropology & Spanish Language from the University of North Carolina at Greensboro. Heather spent her last semester of college in a study abroad program in Cuernavaca, Mexico. Shortly after graduating she moved to Ningbo, China to teach English. While abroad she discovered her passion for networking and cultivating relationships. Heather now lives in the Winston-Salem area with her son, Solomon. She enjoys painting, live music, traveling and having fun with her son.
Michael James
Client Services Specialist
Michael James
Client Services Specialist
Michael James is our Client Service Associate. He is also your primary point of contact for all service-related issues. He’s committed to handling your financial and retirement service needs with excellence and a friendly smile.
Born and raised in North Carolina, Michael graduated from South Stokes High School and Forsyth Technical Community College. He also continued to pursue his life and health insurance license. Michael is also a licensed minister and active in his church. When not helping others reach their financial goals, he enjoys spending time with his wife, weekend trips to interesting places, shooting, acting, gaming, and all things tech related.
Dawn Simpson
Client Relations Specialist
Dawn Simpson
Client Relations Specialist
Dawn Simpson has primary responsibility for our client relationship management system (CRM). She also welcomes visitors to our office. Born and raised in Winston-Salem, she graduated from R.J. Reynolds Senior High School and attended Forsyth Technical Community College. After working for Wachovia Bank & Trust Company and Forsyth County, she left the corporate world to raise and home school her two children.
When not generating reports or verifying data for Maestro, she enjoys spending time with her family, walking her dogs, reading, and traveling to the mountains and beach.
