Meet the Team

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

Jarrett Jones began his career at Moff & Associates as an intern four years ago, 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.

Now, 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 loves being active, indoors and out. 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 finds it’s a great way to keep him focused.

Jake began his financial career as an intern and has spent the last four years with Moff & Associates. As an advisor, his goal is to provide the absolute best service to his clients, utilizing his experience in retirement planning, education planning, and investment advisory services.

Jake grew up in Central Pennsylvania and moved to Pittsburgh to pursue his education at the University of Pittsburgh. There, he obtained his Bachelor of Science in Business Administration in Accounting and Finance. After receiving his degree, he moved back to the Williamsport area to join Moff & Associates as a full-time advisor. Among advising, he has shown effective leadership and management and a team-oriented mindset. Jake has a passion for financial markets and helping others and finds his career path rewarding, which is a measure of his success.

Jake is an avid fan of the Pittsburgh Penguins and enjoys attending as many games as possible. He enjoys fishing with his friends and hunting with his father at their cabins. He also spends his winter weekends skiing down local slopes.

Jake focuses on growth in his career and his everyday life. He is pursuing the Certified Financial Planner (CFP) designation and plans to use that to offer even more knowledge and services to his clients in the near future.

Certifications:

Series 7
Series 66

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.

Heidi joined Moff and Associates in May 2019, with a strong background in administrative, bookkeeping and customer relationship management. Previously, she spent several years managing multiple real estate offices and worked in quality assurance and documentation control for over 10+ years.

Heidi was born and raised in Lycoming County, growing up in Muncy. She moved to Williamsport, after attending Lycoming College. She and her husband, Nick, and her two sons currently reside 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, Heidi has a deep love for fitness. She loves leading small group classes and is passionate about empowering others to see their potential for physical and emotional growth. She also enjoys the great outdoors. She and her dog, Scout, are avid hikers of our county’s local trails.

Kiara began her career with Moff & Associates in 2020. She graduated from Pennsylvania College of Technology in May of 2020, with her Bachelors of Business Administration with a concentration in Sport and Event Management, and a minor in Marketing.

Kiara is the first face you’ll greet when arriving at our firm. Her friendly manner and knack for hospitality makes her a great client relationship specialist. She strives to build personal relationships with each of our clients and assist the Moff & Associates team to help meet our client’s goals.

Kiara’s background in Marketing and Event Planning have allowed her to broaden her role within our company, and grants her the creative freedom to assist with multiple aspects of our firm.

Kiara grew up in Montgomery, Pennsylvania, and moved to Williamsport full time while attending college, where she played basketball. Her love for sports has made her a natural leader and an excellent team player. Outside of work, she enjoys working out, being crafty, camping, playing with her dog, Loki, and spending quality time with her friends and family.