Moir Financial is you team that together provides – innovation and forward thinking, thoughtful analysis, and effective implementation that is much needed in the financial world today. 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®
CEO & Head of Wealth Management
Heather’s passion is for helping people transform their lives through sincerity, dedication and working together.
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Diana Bollenbaugh
Client Services & Planning Lead
Diana coordinates Client Relations and Service Delivery, PR, Marketing, and Operations. She is our “Systems Queen.”
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