Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. 

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jarrett A. Jones CFP®

Financial Advisor, Managing Partner

Jarrett@moffandassociates.com

Jarrett Jones began his career at Moff & Associates as an intern while he was in college, which ultimately lead to his desire to continue his path in the Finance Industry. Strong leadership abilities, organizational skills, and a core mission of improving people’s lives are just a few of the traits he possesses and utilizes here at the firm.

Jarrett’s passion and diligence, has allowed him to achieve many of his education and licensing goals: He attended Robert Morris University in Pittsburgh and obtained his bachelor’s degree in Finance and Financial Planning. During his time at college, Jarrett also continued to assist the firm and went on to obtain his security and insurance licenses. Shortly after graduating he obtained the CERTIFIED FINANCIAL PLANNER™ designation. Jarrett is committed to continuing to stay up-to-date on financial trends and finding the best ways to meet client’s needs

As a full-time advisor with Moff & Associates, Jarrett is excited to help current and future clients reach their retirement and financial goals. He is focused on education planning, long- and short-term investment goals, centering in on client service. Jarrett’s sincerity, integrity and innovation for financial solutions help set up our clients for financial success.

Jarrett is a life-long resident of the Williamsport area. Outside the office he enjoys spending time with his friends, family, and his dog, Luna. He enjoys watching stand-up comedy and staying active. You’ll often find him hiking one of the many trails available in the area or spending time in the gym. He also grew up participating in Mixed Martial Arts and is still a passion for him.

Jake D. Weber

Financial Advisor, Managing Partner

jake@moffandassociates.com

Jake Weber has long had an interest in financial markets and economics. He began his financial career as an intern with Moff & Associates while pursuing his higher education at the University of Pittsburgh. There, he obtained his Bachelor of Science in Business Administration in Accounting and Finance with a minor in Economics. After receiving his degree, he moved back to his hometown area in Central PA to join Moff & Associates in Williamsport as a full-time advisor. His goal, as an advisor, is to provide the absolute best service to his clients, utilizing his experience in retirement planning, education planning, life insurance, and investment advisory services. Jake understands that every client requires distinct planning and takes pride in his ability to offer a wide spectrum of products and services to align with their specific long-term or short-term goals.

 

Among advising, Jake has shown effective leadership and management with his team-oriented approach. He believes most important is his passion for helping others and assisting them in finding successful strategies in order to achieve their individual goals. Jake is very personable and finds pleasure in developing long-standing relationships with his clients. As a result, he finds his career path extremely rewarding, which is a key measure of his success.

 

Outside of the office, Jake tries to stay as active as he can. He grew up playing many sports and has continued to compete in his adult lacrosse league in Danville with some of his high school teammates. He is also an avid fan of the Pittsburgh Penguins and enjoys attending as many games as possible. Jake enjoys fishing with his friends and hunting with his father at their cabins. In the winter, you can find him skiing down local slopes and he never passes up trying new cuisine or finding new places to visit.

Jake’s future-driven mindset keeps him looking for ways to grow within his professional roles, as well as his personal life, and plans to persevere as an advisor and friend to our clients.

Jake’s future-driven mindset keeps him looking for ways to grow, both professionally and personally, and he is eager to continuously prosper as an advisor and friend to his clients.

Certifications: Series 7

                            Series 66

                            Life Health and Accident

 

Heidi Baker

Administrative Assistant

heidi@moffandassociates.com

Heidi Baker joined Moff and Associates in May 2019, with a strong background in administration, finance, and customer relationship management. She spent several years managing multiple real estate offices and worked in the quality division of the pharmaceutical industry, prior to that.


Heidi was born and raised in Lycoming County, growing up in Muncy. She moved to Williamsport, after attending Lycoming College. She currently resides with her family in Williamsport.


Heidi holds her Pennsylvania Life, Accident & Health, and Fixed Annuity Licenses and works closely with the lead advising team at Moff and Associates to assist clients with their financial needs. She strives to maintain strong customer relationships, with a focus on communication, in a fast-paced work environment.


In addition to spending time with her family and friends, she also enjoys the great outdoors. She and her dog, Scout, are avid hikers of our county’s local trails.

Brandi Campana

Administrative Assistant

brandi@moffandassociates.com

A life-long resident of the Williamsport area, Brandi began working with Moff & Associates in April of 2019. She is a 2005 graduate of Loyalsock Township High School and went on to attend Lock Haven University. She currently resides in the neighboring town of Montoursville with her sons, Chase and Luke.

Brandi has over 15 years of experience in administration and customer service and aims to build close, personal relationships with our clients. She holds her Accident and Health, Life and Fixed Annuities License for the State of Pennsylvania and works closely with the team of advisors to provide assistance with general account needs, document management, client on-boarding, and record maintenance.

Brandi enjoys spending her free time with her family and friends, especially her sons.  Some of her favorite hobbies include traveling, photography, kayaking, and hiking.  She also adores spending time with her two rescue dogs, Skye and Willow.

James O. Moff

Founder

(570) 326-3233

James O. Moff III is the Founder of Moff & Associates. He has been working with clients and investments since 1983. James meets with clients to help serve their investment needs by analyzing their financial condition and recommending areas for change or consideration. James holds licenses in Pennsylvania, Ohio, New York, Virginia, North Carolina, and Colorado.

Licenses and Registrations:

Series 6
Series 7
Series 24
Series 63
Series 65
Life Health and Accident

Designations:

LUTCF

Memberships:

Member Advisor, NAIFA
Authorized Instructor, Successful Money Management Seminars
2005-06 Member of the Better Business Bureau

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.