Meet Our Team

Moir Financial is your team – with a visionary, an analyst and an implementer. Heather Moir-Dangler founded Moir Financial to best serve our clients by bringing together a team of passionate individuals with complementary skills to better serve our clients and their families.

Heather Moir-Dangler, CLU®, ChFC®, CASL®
Financial Planner

Heather’s passion is for helping people transform their lives through sincerity, dedication and working together.

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Caleb Gesek
Investment & Planning Associate

Caleb brings a patient demeanor and a strong analytical approach to support the financial planning process.

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Diana Bollenbaugh
Client Services

Diana coordinates Client Relations and Service Delivery, PR, Marketing, and Operations. She is our “Systems Queen.”

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