Our Team

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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